Patrick James Dougherty
Gestionnaire de Portefeuille-Actions chez Veritable LP
Profil
Mr. Patrick J.
Dougherty, CFA, is a Partner at Veritable LP.
He is a portfolio management team leader and sits on the firm’s internal 401k management committee.
Mr. Dougherty received his a Bachelor of Science in Economics with a dual concentration in Finance and Decision Processes from The Wharton School of the University of Pennsylvania.
He is CFA charter holder.
Postes actifs de Patrick James Dougherty
| Sociétés | Poste | Début |
|---|---|---|
Veritable LP
 Veritable LP Investment ManagersFinance Veritable LP is a SEC-registered investment advisor and wealth management firm headquartered in Newtown Square, Pennsylvania. The firm was founded by Michael Stolper in 1986 as Stolper & Co. They are a subsidiary of Pathstone Family Office LLC, which is owned by Pathstone Holdings LLC. Veritable primarily provides discretionary investment supervisory services to high net-worth families, which includes individual family members and their family-related entities, such as trusts, estates and private charitable organizations. | Gestionnaire de Portefeuille-Actions | 01/04/2004 |
Formation de Patrick James Dougherty
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Expériences
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Veritable LP
Veritable LP Investment ManagersFinance Veritable LP is a SEC-registered investment advisor and wealth management firm headquartered in Newtown Square, Pennsylvania. The firm was founded by Michael Stolper in 1986 as Stolper & Co. They are a subsidiary of Pathstone Family Office LLC, which is owned by Pathstone Holdings LLC. Veritable primarily provides discretionary investment supervisory services to high net-worth families, which includes individual family members and their family-related entities, such as trusts, estates and private charitable organizations. | Finance |
