Profil
Mr. Kevin I.
Patrick is a Managing Director-Administration & Operations at Freestone Capital Management LLC.
Prior to joining Freestone Capital Management, Mr. Patrick began his career at Merrill Lynch over 20 years ago and worked in both Seattle and New York City.
His experience encompasses corporate cash management, corporate benefit plans and wealth management for high net worth individuals and families.
His team at Merrill Lynch directly managed over $450 million in client assets.
Mr. Patrick currently serves as an officer of the Magnolia Community Club, on a panel overseeing the Library’s For All capital improvement project of the Seattle Public Library system, and as an arbitration panelist on the National Association of Securities Dealers dispute resolution forum.
He and his family enjoy a range of the Pacific Northwest’s entertainment opportunities.
Anciens postes connus de Kevin I. Patrick
| Sociétés | Poste | Fin |
|---|---|---|
Freestone Capital Management LLC
 Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Gestionnaire de Portefeuille-Actions | 22/10/2010 |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 01/01/2003 |
Formation de Kevin I. Patrick
| University of Washington | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Freestone Capital Management LLC
Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
