William Patterson Email & Phone Number
Portfolio Manager; Vice President @ Neville, Rodie and Shaw, Inc.
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William Patterson Location
- New York, NY, US
William Patterson Work
- 2021 -now Portfolio Manager; Vice President @
- 2019 -now Director; Sr. Investment Advisor and Wealth Strategist @ Pillar International
- 2019 -2019 Director of Wealth Management @ GSB Wealth Management
- 2014 -2018 Managing Director; Sr. Investment Advisor and Manager @ Lebenthal Asset Management
- 2011 -2014 Vice President; Portfolio Manager and Trust Officer @
- 2006 -2011 Assistant Vice President; Trust Officer @
William Patterson Education
- NYU Stern School of Business
Master of Business Administration (MBA)
2009-2013 - Bucknell University
Bachelor of Arts (B.A.)
2002-2006 - Peddie School
Alumnus
1998-2002
William Patterson Skills
- Wealth Management
- Relationship Management
- New Business Development
- Asset Management
- Multi-generational wealth transfer
- Estate Planning
- Client Development
- Customer Experience
- Peer Mentoring
- Communication
- Private Banking
- Fixed Income
- Financial Analysis
- Investment Management
- Financial Planning
- Capital Markets
- Portfolio Management
- Investments
- Mutual Funds
- Multi Generational Wealth Transfer
William Patterson Summary
- William Patterson, based in New York, NY, US, is currently a Portfolio Manager; Vice President at Neville, Rodie and Shaw, Inc.. William Patterson brings experience from previous roles at Pillar International, GSB Wealth Management, Lebenthal Asset Management and BNY Mellon. William Patterson holds a 2009 - 2013 Master of Business Administration (MBA) @ NYU Stern School of Business. With a robust skill set that includes Wealth Management, Relationship Management, New Business Development, Asset Management, Multi-generational wealth transfer and more. William Patterson has 2 emails on RocketReach.
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