![Luke Patterson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. James L.
Patterson is a Chairman & Chief Executive Officer at Avidian Wealth Enterprises LLC.
In addition to leading Avidian, Mr. Patterson leads a financial advisory team that serves the needs of ultra-high-net-worth families and business owners.
His team specializes in transitioning business owners on how to sell or transition their business.
Mr. Patterson previously worked at Merrill Lynch, Morgan Stanley and Morgan Keegan & Co. in their private client groups.
He received his Bachelor’s Degree in Business from Sam Houston State University and an MBA in Finance from Rice University.
Aktive Positionen von Luke Patterson
| Unternehmen | Position | Beginn |
|---|
Ehemalige bekannte Positionen von Luke Patterson
| Unternehmen | Position | Ende |
|---|---|---|
Avidian Wealth Solutions LLC (Investment Management)
 Avidian Wealth Solutions LLC (Investment Management) Investment ManagersFinance Avidian takes a proactive approach in making strategic and tactical allocation decisions while utilizing both passive and active investment vehicles. The firm’s investment process is rigorous, repeatable, and transparent, featuring a research-driven approach created to advance two primary investment portfolio goals: superior returns and below-average volatility. Their investment committee selects investments using a disciplined, thorough screening process, by weighing each position within the portfolio model relative to its specific purpose, risk, and potential return metrics. | Vorstandsvorsitzender | 01.07.2024 |
Ausbildung von Luke Patterson
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
4
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Rice University
 Rice University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sam Houston State University
 Sam Houston State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Avidian Wealth Solutions LLC (Investment Management)
Avidian Wealth Solutions LLC (Investment Management) Investment ManagersFinance Avidian takes a proactive approach in making strategic and tactical allocation decisions while utilizing both passive and active investment vehicles. The firm’s investment process is rigorous, repeatable, and transparent, featuring a research-driven approach created to advance two primary investment portfolio goals: superior returns and below-average volatility. Their investment committee selects investments using a disciplined, thorough screening process, by weighing each position within the portfolio model relative to its specific purpose, risk, and potential return metrics. | Finance |
