Perfil
Mr. Patrick R.
McDowell is a Managing Director & Senior Wealth Advisor at Mariner LLC.
He partners with clients to define their goals and values and then designs, implements and monitors customized plans to meet their needs.
In addition, he provides directional leadership to the advisors and associates in the Destin, Florida, office.
Prior to joining Mariner, he was CEO and wealth manager for Arbor Wealth Management, LLC.
There, he oversaw portfolio management, investment research, client retention and firm growth.
He holds a bachelor’s degree in economics from the University of Florida.
Cargos activos de Patrick Ryan McDowell
| Empresas | Cargo | Inicio |
|---|---|---|
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Gestor de Cartera-Acciones | 01/03/2022 |
Antiguos cargos conocidos de Patrick Ryan McDowell.
| Empresas | Cargo | Fin |
|---|---|---|
Arbor Wealth Management LLC
Arbor Wealth Management LLC Investment ManagersFinance Provides investment advice | Analyst-Equity | - |
Formación de Patrick Ryan McDowell.
Experiencias
Funciones ocupadas
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Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
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Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Finance |
University of Florida
University of Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Arbor Wealth Management LLC
Arbor Wealth Management LLC Investment ManagersFinance Provides investment advice | Finance |
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