Luke Patterson

Directeur Général chez Avidian Wealth Solutions LLC

Profil

Mr. James L.
Patterson is a Chief Executive Officer & Chief Investment Officer at Avidian Wealth Solutions LLC.
He has over 20 years of investment experience, including portfolio management, equity and debt securities, options and alternative investments.
Over his career, he has represented corporate clients and high net worth individuals and their families in a diverse range of financial transactions.
In his roles as STA Wealth Management’s Chief Investment Officer and a member of its investment committee, he is responsible for directing the firm’s investment strategy, portfolio management, financial analysis and research.
Mr. Patterson focuses on identifying and implementing broad, multi-asset investment opportunities for client investment portfolios.
He adheres to a disciplined investment strategy centered on conservative principles, effective risk management and capital preservation, all aimed at achieving long-term results for each client.
He is also the Head of Business Development Department.
Mr. Patterson previously worked at Merrill Lynch, Morgan Stanley and Morgan Keegan & Co. in their private client groups.
He received his Bachelor’s Degree in Business from Sam Houston State University and an MBA in Finance from Rice University.

Postes actifs de Luke Patterson

Sociétés	Poste	Début
Avidian Wealth Solutions LLC	Directeur Général	01/01/2003

Formation de Luke Patterson

Sam Houston State University	Undergraduate Degree
Rice University	Masters Business Admin