Patrick H. White-Thomson
Mitglied des Investmentausschusses bei Camden National Bank (Investment Management)
Profil
Mr. Patrick H.
White-Thomson is a Vice President & Portfolio Manager at Camden National Bank.
He works with clients to develop customized portfolios based on their goals, objectives and risk tolerance.
In addition, as a member of the Investment Committee, he helps to shape the firm’s investment policy, and participates in the group’s individual security selection process and market research initiatives.
He brings over ten years of experience in the financial services industry to his role, most recently as a Senior Portfolio Manager with Holly Street Wealth Advisors, a boutique investment firm in Pasadena, California.
Prior to that he was the Senior Portfolio Manager in charge of research at Osher Van de Voorde Investment Management and has experience working in the private client groups of both Merrill Lynch and Morgan Stanley.
He is a CFA charterholder and has also earned the Chartered Alternative Investment Analyst designation.
He graduated from the University of Rochester with a bachelor’s degree in History.
He also has a Master’s degree from D’Youville College.
Aktive Positionen von Patrick H. White-Thomson
| Unternehmen | Position | Beginn |
|---|---|---|
Camden National Bank (Investment Management)
 Camden National Bank (Investment Management) Investment ManagersFinance Camden National Bank (Investment Management) (dba Camden National Wealth Management) is the investment management division of Camden National Bank, a bank headquartered in Camden, Maine. The firm was founded in 2016 and is owned by Camden National Corp. (NASDAQ: CAC). Camden National Wealth Management builds and manages customized investment management portfolios for individual and institutional clients and provides comprehensive wealth management and trust services to individuals and families. | Mitglied des Investmentausschusses | 01.10.2018 |
Ehemalige bekannte Positionen von Patrick H. White-Thomson
| Unternehmen | Position | Ende |
|---|---|---|
Hulick Capital Management LLC
 Hulick Capital Management LLC Investment ManagersFinance Hulick Capital Management LLC provides investment advice. The private company is based in Glendale, CA and has subsidiaries in the United States. | Corporate Officer/Principal | 01.04.2018 |
Osher Van de Voorde Investment Management
 Osher Van de Voorde Investment Management Investment ManagersFinance Founded in 1993, Osher Van de Voorde Investment Management, formerly Robert Osher Investment Management, is a registered investment advisor located in Pasadena, California. | Corporate Officer/Principal | 01.04.2017 |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | 01.05.2015 |
Ausbildung von Patrick H. White-Thomson
| Rochester Christian University | Undergraduate Degree |
| D'Youville University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Osher Van de Voorde Investment Management
Osher Van de Voorde Investment Management Investment ManagersFinance Founded in 1993, Osher Van de Voorde Investment Management, formerly Robert Osher Investment Management, is a registered investment advisor located in Pasadena, California. | Finance |
Hulick Capital Management LLC
Hulick Capital Management LLC Investment ManagersFinance Hulick Capital Management LLC provides investment advice. The private company is based in Glendale, CA and has subsidiaries in the United States. | Finance |
Camden National Bank (Investment Management)
Camden National Bank (Investment Management) Investment ManagersFinance Camden National Bank (Investment Management) (dba Camden National Wealth Management) is the investment management division of Camden National Bank, a bank headquartered in Camden, Maine. The firm was founded in 2016 and is owned by Camden National Corp. (NASDAQ: CAC). Camden National Wealth Management builds and manages customized investment management portfolios for individual and institutional clients and provides comprehensive wealth management and trust services to individuals and families. | Finance |