![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>)
Profiel
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.
Actieve functies van Luke Patterson
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Eerdere bekende functies van Luke Patterson
| Bedrijven | Functie | Einde |
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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. | Algemeen Directeur | 01-07-2024 |
Opleiding van Luke Patterson
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
4
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
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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 |
