James Thomas Patrick

James Thomas Patrick

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Finance
Consumer Services

Perfil

Mr. James T.
Patrick is a Partner & Senior Investment Advisor at Edge Advisors LLC.
He helps guide the strategic direction of the firm, build enduring relationships, and serve the unique investment needs of the clients.
Mr. Patrick has spent the majority of his career in asset management (over 15 years) as Director of Client Development & Relationship Management with Morgan Creek Capital, serving the investment needs of wealthy individuals, foundations, and endowments.
He also served as an advisor for high net worth individuals and institutional clients with Lehman Brothers, Credit Suisse, and Sapere Wealth Management.
He received both his Bachelor of Science in Business Administration and a Master of Business Administration from the University of North Carolina at Chapel Hill.

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Gestor de Cartera-Acciones 01/07/2018
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Formación de James Thomas Patrick.

The University of North Carolina at Chapel Hill Masters Business Admin

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