Patrick Mitchell Maxwell
Analyst-Equity chez Leisure Capital Management, Inc.
Profil
Mr. Patrick M.
Maxwell is a Principal & Senior Investment Officer at Leisure Capital Management, Inc. He has been working in investment management since 2007.
As a member of the firm’s Investment Committee, he is responsible for research across the breadth of the firm’s investment portfolios.
He also handles trading and marketing for the firm, and manages numerous client accounts.
He earned a bachelor’s degree in economics with an emphasis in accounting from the University of California, Santa Barbara.
He holds both the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations.
He is also a member of the CFA Institute, the CFA Society of Orange County, and the CAIA Association.
Postes actifs de Patrick Mitchell Maxwell
| Sociétés | Poste | Début |
|---|---|---|
Leisure Capital Management, Inc.
 Leisure Capital Management, Inc. Investment ManagersFinance Leisure Capital Management, Inc. (LCM) is a registered wealth management firm headquartered in Costa Mesa, California. The firm was founded by Marr Leisure in 2002 and is principally owned by The Leisure Family Trust. LCM offers discretionary investment advisory services to individuals, high net worth individuals, trusts and estates, individual participants of retirement plans, insurance companies, and charitable organizations. They also offer non-discretionary advisory services to individual participants of retirement plans and/or at a client’s request. | Analyst-Equity | 01/09/2007 |
Formation de Patrick Mitchell Maxwell
| University of California, Santa Barbara | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Leisure Capital Management, Inc.
Leisure Capital Management, Inc. Investment ManagersFinance Leisure Capital Management, Inc. (LCM) is a registered wealth management firm headquartered in Costa Mesa, California. The firm was founded by Marr Leisure in 2002 and is principally owned by The Leisure Family Trust. LCM offers discretionary investment advisory services to individuals, high net worth individuals, trusts and estates, individual participants of retirement plans, insurance companies, and charitable organizations. They also offer non-discretionary advisory services to individual participants of retirement plans and/or at a client’s request. | Finance |
