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William Friedrich Patterson
Gestionnaire de Portefeuille-Actions chez
Neville, Rodie & Shaw, Inc.
Profil
Mr. William F.
Patterson is a Vice President at Neville, Rodie & Shaw, Inc.
Mr. Patterson was previously served as Managing Director of Lebenthal Asset Management and Vice President and Portfolio Manager at BNY Mellon.
He began his career with Deutsche Bank Trust Company, N.A., where he advised ultra high-net-worth domestic and international private clients.
He is a graduate of Bucknell University, receiving a B.A. in 2006.
He also earned a Master of Business Administration (M.B.A.) from New York University’s Stern School of Business in 2013.
Postes actifs de William Friedrich Patterson
| Sociétés | Poste | Début |
|---|---|---|
Neville, Rodie & Shaw, Inc.
 Neville, Rodie & Shaw, Inc. Investment ManagersFinance NRS aims to provide superior investment management based on informed awareness of each client's financial resources, objectives, and capacity for risk. Portfolios are separately managed, taking into account all relevant factors. Equities form the cornerstone of their philosophy, based upon the firm's conviction that stocks offer the best long-term potential for building wealth and enhancing purchasing power. They recognize the need for stability and current income for many clients, and they complement their core equity holdings with quality fixed-income instruments of varying maturities. | Gestionnaire de Portefeuille-Actions | 01/09/2021 |
Anciens postes connus de William Friedrich Patterson
| Sociétés | Poste | Fin |
|---|---|---|
Lebenthal Asset Management LLC
 Lebenthal Asset Management LLC Investment ManagersFinance Lebenthal Asset Management's (LAM) equity strategy focuses on a broad range of equity investment styles including growth, core, and value, as well as portfolios designed to be style-neutral. Some client accounts focus on specific ranges on the capitalization scale, from micro-cap through mega-cap. Others focus on investment opportunities in more than one capitalization category or across all capitalization levels. In addition, LAM manages client accounts that are global, multi-national, or focused on particular geographic regions or specific countries. LAM engages in a buy and hold investment strategy in which they buy securities and hold them for a relatively longer period of time, regardless of short-term factors such as market fluctuations or volatile stock prices. They employ a fundamental value strategy that seeks to invest in asset-oriented securities believed to be undervalued by the market. The firm engages in a global macro investing strategy that attempts to anticipate global macroeconomic events using discretionary selection, pre-determined mathematical trading models or a combination of both. LAM's capital growth investment strategy seeks to invest in securities of companies whose earnings are expected to grow at an above-average rate as compared to their specific industry or the overall market. LAM utilizes a variety of financial instruments such as derivatives, options, interest rate swaps, caps and floors, ETFs, futures and forward contracts for risk management purposes. They occasionally employ the use of leverage. The firm engages in various option trading investment strategies including writing covered calls, buying calls and buying naked puts. LAM also engages in short selling strategies as a form of hedging to offset potential declines in long positions in similar securities, to maintain flexibility and for profit. | Corporate Officer/Principal | 01/12/2018 |
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNYMIA’s investment approach is a team approach where portfolio managers and the research team share information to form a disciplined and consistent strategy that meets the client’s diversification, credit quality, liquidity and average weighted maturity requirements. The firm’s credit research function is fully independent from portfolio management and their dedicated research team employs a deliberately conservative policy, when evaluating individual credits, to help support portfolio credit quality and stability. | Corporate Officer/Principal | 01/08/2014 |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/04/2011 |
Formation de William Friedrich Patterson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
98
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNYMIA’s investment approach is a team approach where portfolio managers and the research team share information to form a disciplined and consistent strategy that meets the client’s diversification, credit quality, liquidity and average weighted maturity requirements. The firm’s credit research function is fully independent from portfolio management and their dedicated research team employs a deliberately conservative policy, when evaluating individual credits, to help support portfolio credit quality and stability. | Finance |
Neville, Rodie & Shaw, Inc.
Neville, Rodie & Shaw, Inc. Investment ManagersFinance NRS aims to provide superior investment management based on informed awareness of each client's financial resources, objectives, and capacity for risk. Portfolios are separately managed, taking into account all relevant factors. Equities form the cornerstone of their philosophy, based upon the firm's conviction that stocks offer the best long-term potential for building wealth and enhancing purchasing power. They recognize the need for stability and current income for many clients, and they complement their core equity holdings with quality fixed-income instruments of varying maturities. | Finance |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Lebenthal Asset Management LLC
Lebenthal Asset Management LLC Investment ManagersFinance Lebenthal Asset Management's (LAM) equity strategy focuses on a broad range of equity investment styles including growth, core, and value, as well as portfolios designed to be style-neutral. Some client accounts focus on specific ranges on the capitalization scale, from micro-cap through mega-cap. Others focus on investment opportunities in more than one capitalization category or across all capitalization levels. In addition, LAM manages client accounts that are global, multi-national, or focused on particular geographic regions or specific countries. LAM engages in a buy and hold investment strategy in which they buy securities and hold them for a relatively longer period of time, regardless of short-term factors such as market fluctuations or volatile stock prices. They employ a fundamental value strategy that seeks to invest in asset-oriented securities believed to be undervalued by the market. The firm engages in a global macro investing strategy that attempts to anticipate global macroeconomic events using discretionary selection, pre-determined mathematical trading models or a combination of both. LAM's capital growth investment strategy seeks to invest in securities of companies whose earnings are expected to grow at an above-average rate as compared to their specific industry or the overall market. LAM utilizes a variety of financial instruments such as derivatives, options, interest rate swaps, caps and floors, ETFs, futures and forward contracts for risk management purposes. They occasionally employ the use of leverage. The firm engages in various option trading investment strategies including writing covered calls, buying calls and buying naked puts. LAM also engages in short selling strategies as a form of hedging to offset potential declines in long positions in similar securities, to maintain flexibility and for profit. | Finance |
Bucknell University
 Bucknell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Leonard N Stern School of Business
 The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
