Patrick James Dougherty
Portfolio Manager-Equities bij Veritable LP
Profiel
Mr. Patrick J.
Dougherty, CFA, is a Partner at Veritable LP.
He is a portfolio management team leader and sits on the firm’s internal 401k management committee.
Mr. Dougherty received his a Bachelor of Science in Economics with a dual concentration in Finance and Decision Processes from The Wharton School of the University of Pennsylvania.
He is CFA charter holder.
Actieve functies van Patrick James Dougherty
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Veritable LP
 Veritable LP Investment ManagersFinance Veritable LP is a SEC-registered investment advisor and wealth management firm headquartered in Newtown Square, Pennsylvania. The firm was founded by Michael Stolper in 1986 as Stolper & Co. They are a subsidiary of Pathstone Family Office LLC, which is owned by Pathstone Holdings LLC. Veritable primarily provides discretionary investment supervisory services to high net-worth families, which includes individual family members and their family-related entities, such as trusts, estates and private charitable organizations. | Portfolio Manager-Equities | 01-04-2004 |
Opleiding van Patrick James Dougherty
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 1 |
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Veritable LP
Veritable LP Investment ManagersFinance Veritable LP is a SEC-registered investment advisor and wealth management firm headquartered in Newtown Square, Pennsylvania. The firm was founded by Michael Stolper in 1986 as Stolper & Co. They are a subsidiary of Pathstone Family Office LLC, which is owned by Pathstone Holdings LLC. Veritable primarily provides discretionary investment supervisory services to high net-worth families, which includes individual family members and their family-related entities, such as trusts, estates and private charitable organizations. | Finance |
