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Patrick Ryan McDowell
Gestore di Portafoglio-Azioni presso
Mariner LLC
Profilo
Mr. Patrick R.
McDowell is a Managing Director & Senior Wealth Advisor at Mariner LLC.
He partners with clients to define their goals and values and then designs, implements and monitors customized plans to meet their needs.
In addition, he provides directional leadership to the advisors and associates in the Destin, Florida, office.
Prior to joining Mariner, he was CEO and wealth manager for Arbor Wealth Management, LLC.
There, he oversaw portfolio management, investment research, client retention and firm growth.
He holds a bachelor’s degree in economics from the University of Florida.
Posizioni attive di Patrick Ryan McDowell
| Società | Posizione | Inizio |
|---|---|---|
Mariner LLC
 Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Gestore di Portafoglio-Azioni | 01/03/2022 |
Precedenti posizioni note di Patrick Ryan McDowell
| Società | Posizione | Fine |
|---|---|---|
Arbor Wealth Management LLC
 Arbor Wealth Management LLC Investment ManagersFinance Provides investment advice | Analyst-Equity | - |
Formazione di Patrick Ryan McDowell
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
88
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Finance |
University of Florida
 University of Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Arbor Wealth Management LLC
Arbor Wealth Management LLC Investment ManagersFinance Provides investment advice | Finance |
