Ross Alexander Patterson
Analyst-Equity chez Sterling Investment Management LLC
Profil
Mr. Ross A.
Patterson is a Wealth Manager & Research Analyst at Sterling Investment Management LLC.
He is responsible for Sterling Investment Management’s proprietary financial planning and wealth management services.
In this capacity, he creates a wide assortment of dynamic reports that assist clients in their long-term planning and investment activities.
Mr. Patterson also assists with the firm’s research processes and securities trading functions.
He has over ten years experience in the investment management industry predominately working with individual and corporate clients.
He is a member of Sterling’s Investment Policy Committee.
Mr. Patterson graduated from Northern Arizona University with a Bachelor of Science Degree in Math/Statistics.
He is a member of the Financial Planning Association (FPA).
Postes actifs de Ross Alexander Patterson
Sociétés | Poste | Début |
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Sterling Investment Management LLC
Sterling Investment Management LLC Investment ManagersFinance Sterling Investment Management LLC (Sterling) is an independent wealth management firm and registered investment advisor headquartered in Tucson, Arizona. The firm was founded by John H. Payne in 1995 as Sterling Investment Management LLC and became a limited liability company in 2022. Sterling provides sophisticated portfolio management services to high-net-worth individuals, endowments, foundations, and corporations located throughout the US. | Analyst-Equity | 01/03/2021 |
Formation de Ross Alexander Patterson
Northern Arizona University | Undergraduate Degree |
Expériences
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Sociétés cotées
Entreprise privées
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Entreprises liées au 1er degré
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Entreprise privées | 1 |
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Sterling Investment Management LLC
Sterling Investment Management LLC Investment ManagersFinance Sterling Investment Management LLC (Sterling) is an independent wealth management firm and registered investment advisor headquartered in Tucson, Arizona. The firm was founded by John H. Payne in 1995 as Sterling Investment Management LLC and became a limited liability company in 2022. Sterling provides sophisticated portfolio management services to high-net-worth individuals, endowments, foundations, and corporations located throughout the US. | Finance |