James Patrick
Founder at The Institute for the Fiduciary Standard
Profile
James Patrick is the founder of The Institute for the Fiduciary Standard, Cavendish Impact Foundation, Inc. He currently holds director positions at Bassett Medical Center, Inc., College of Liberal Arts, and Otsego County Conservation Association.
Previously, he was the Executive Director at Money Management Institute and Co-Head-US Retail Sales at Allianz Global Investors U.S.
LLC from 2001 to 2009.
Mr. Patrick received his undergraduate degree from the University of New Hampshire.
James Patrick active positions
| Companies | Position | Start |
|---|---|---|
| The Institute for the Fiduciary Standard | Founder | - |
Cavendish Impact Foundation, Inc.
 Cavendish Impact Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Cavendish Impact Foundation, Inc. is a non-profit organization. The private company is based in Cooperstown. The American company's website is cavendishfoundation.org. The company was founded by James Patrick. | Founder | - |
Bassett Medical Center, Inc.
 Bassett Medical Center, Inc. Medical/Nursing ServicesHealth Services Bassett Medical Center, Inc. provides healthcare services. Its healthcare system connects comprehensive care and services to people living throughout central New York. It offers traditional hospital-based care such as maternity, surgical, and medical care, open-heart surgery, daVinci robot-assisted surgery, specialized cancer treatment, trauma care, neurosurgery, and spine care. The company was founded in 1856 and is headquartered in Copperstown, NY. | Director/Board Member | - |
| College of Liberal Arts | Director/Board Member | - |
| Otsego County Conservation Association | Director/Board Member | - |
Former positions of James Patrick
| Companies | Position | End |
|---|---|---|
Allianz Global Investors U.S. LLC
 Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Sales & Marketing | 31/12/2008 |
Money Management Institute
 Money Management Institute Investment ManagersFinance Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY. | Director/Board Member | - |
Training of James Patrick
| University of New Hampshire | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Bassett Medical Center, Inc.
Bassett Medical Center, Inc. Medical/Nursing ServicesHealth Services Bassett Medical Center, Inc. provides healthcare services. Its healthcare system connects comprehensive care and services to people living throughout central New York. It offers traditional hospital-based care such as maternity, surgical, and medical care, open-heart surgery, daVinci robot-assisted surgery, specialized cancer treatment, trauma care, neurosurgery, and spine care. The company was founded in 1856 and is headquartered in Copperstown, NY. | Health Services |
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Finance |
Money Management Institute
Money Management Institute Investment ManagersFinance Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY. | Finance |
| The Institute for the Fiduciary Standard | |
Cavendish Impact Foundation, Inc.
Cavendish Impact Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Cavendish Impact Foundation, Inc. is a non-profit organization. The private company is based in Cooperstown. The American company's website is cavendishfoundation.org. The company was founded by James Patrick. | Commercial Services |
| Otsego County Conservation Association |
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