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Ashlee Bryan Patten
Chief Executive Officer at
The Patten Group, Inc.
Profile
Ashlee Bryan Patten currently works at The Patten Group, Inc., as President, CEO.
CIO & Senior Portfolio Manager from 2020.
Ms. Patten also formerly worked at Patten & Patten, Inc., as Portfolio Manager & Research Analyst from 2010 to 2014.
Ms. Patten received her graduate degree in 2000 from Smith College and undergraduate degree in 1990 from Princeton University.
Ashlee Bryan Patten active positions
| Companies | Position | Start |
|---|---|---|
The Patten Group, Inc.
 The Patten Group, Inc. Investment ManagersFinance TPG constructs investment portfolios utilizing individual equity securities, individual fixed income securities, mutual funds, ETFs, and options. They may utilize other types of investments as appropriate for a particular client. The firm generally employs a long-term investment strategy for their clients, consistent with their financial goals. | Chief Executive Officer | 31/01/2020 |
Former positions of Ashlee Bryan Patten
| Companies | Position | End |
|---|---|---|
Patten & Patten, Inc.
 Patten & Patten, Inc. Investment ManagersFinance P&P is a long-term investor that actively searches for a mix of securities within each asset class that should outperform its peers, given the overall market/economic outlook. The firm practices Modern Portfolio Theory, which emphasizes diversification and accounting for expected risk as well as expected return. They employ both top-down and bottom-up approach to investments. | Analyst-Equity | 30/03/2014 |
Training of Ashlee Bryan Patten
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
86
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Patten & Patten, Inc.
Patten & Patten, Inc. Investment ManagersFinance P&P is a long-term investor that actively searches for a mix of securities within each asset class that should outperform its peers, given the overall market/economic outlook. The firm practices Modern Portfolio Theory, which emphasizes diversification and accounting for expected risk as well as expected return. They employ both top-down and bottom-up approach to investments. | Finance |
The Patten Group, Inc.
The Patten Group, Inc. Investment ManagersFinance TPG constructs investment portfolios utilizing individual equity securities, individual fixed income securities, mutual funds, ETFs, and options. They may utilize other types of investments as appropriate for a particular client. The firm generally employs a long-term investment strategy for their clients, consistent with their financial goals. | Finance |
Smith College
 Smith College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Princeton University
 Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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