Profil
Dr. Patrick R.
Chitwood is a Senior Wealth Strategist at ACG Wealth, Inc. He is currently a Managing Partner with ACG Wealth subsequent to the merging of Chitwood Advisory Group with ACG Wealth.
In 1981 he became a manager with Wheat, First Securities in Winston-Salem.
Dr. Chitwood subsequently managed the Asheville office of Robinson Humphrey before returning to Birmingham in May 1987, where he started Chitwood Advisory Group.
Dr. Chitwood earned his Ph.D.
in Psychology in 1972.
He earned his Chartered Financial Consultant designation in 1990 and his CPA in 1994.
He became one of the first CPAs in the country to receive the designation Personal Financial Specialist by the American Institute of Certified Public Accountants.
Anciens postes connus de Pat Chitwood
| Sociétés | Poste | Fin |
|---|---|---|
ACG Wealth, Inc.
 ACG Wealth, Inc. Investment ManagersFinance ACG Wealth, Inc. (ACG) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. It was founded as Atlanta Capital Group in 2009 by Jeffrey Shaver, David Millican, and Joseph Young, Jr. In 2021, the firm was acquired by Mercer Global Advisors, Inc., a subsidiary of Mercer Advisors, Inc. ACG provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | Stratège de marché | 30/11/2021 |
Robinson Humphrey Ventures
 Robinson Humphrey Ventures Investment ManagersFinance Robinson Humphrey Ventures is a venture capital firm located in Atlanta, Georgia. The firm is the venture capital arm of SunTrust Robinson Humphrey. Their ultimate parent is SunTrust Banks, Inc. (NYSE: STI) | Corporate Officer/Principal | - |
| PaineWebber, Inc. | Corporate Officer/Principal | 31/12/1980 |
Chitwood Advisory Group, Inc.
 Chitwood Advisory Group, Inc. Investment ManagersFinance Part of OG Crimson Holdings LP, Chitwood Advisory Group, Inc. is a company that provides financial investment advisory services. The company is based in Birmingham, AL. Chitwood Advisory Group was acquired by ACG Wealth, Inc. on January 24, 2012. | Corporate Officer/Principal | - |
| Wheat First Securities, Inc. | Corporate Officer/Principal | 30/04/1987 |
Formation de Pat Chitwood
| The University of Alabama | Doctorate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
| Wheat First Securities, Inc. | Finance |
| PaineWebber, Inc. | Finance |
Robinson Humphrey Ventures
Robinson Humphrey Ventures Investment ManagersFinance Robinson Humphrey Ventures is a venture capital firm located in Atlanta, Georgia. The firm is the venture capital arm of SunTrust Robinson Humphrey. Their ultimate parent is SunTrust Banks, Inc. (NYSE: STI) | Finance |
ACG Wealth, Inc.
ACG Wealth, Inc. Investment ManagersFinance ACG Wealth, Inc. (ACG) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. It was founded as Atlanta Capital Group in 2009 by Jeffrey Shaver, David Millican, and Joseph Young, Jr. In 2021, the firm was acquired by Mercer Global Advisors, Inc., a subsidiary of Mercer Advisors, Inc. ACG provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | Finance |
Chitwood Advisory Group, Inc.
Chitwood Advisory Group, Inc. Investment ManagersFinance Part of OG Crimson Holdings LP, Chitwood Advisory Group, Inc. is a company that provides financial investment advisory services. The company is based in Birmingham, AL. Chitwood Advisory Group was acquired by ACG Wealth, Inc. on January 24, 2012. | Finance |
