Julian Franklin Patton

Finance

Consumer Services

Profile

Mr. Julian F.
Patton, Jr., is a Portfolio Manager at CAMG Solamere Management LLC.
He performs ongoing due diligence on the investments, analyzing investment and portfolio results.
He has over 10 years of investment management and financial planning experience.
Prior to joining CAMG Solamere Management, Mr. Patton was employed as an Assistant Portfolio Manager by Buckhorn Capital Management LLC, an Associate Financial Planner by PPA Advisory Services, Inc., and Financial Advisor by USAA Financial Planning Services.
Mr. Patton graduated from the University of Georgia with a BS in Consumer Economics with special emphasis in Family Financial Management.
He holds the Certified Financial Planner designation and has been awarded the CFA designation by the CFA Institute.
He is a regular member of the CFA Institute and North Carolina Society of Financial Analysts.

Former positions of Julian Franklin Patton

Companies	Position	End
CAMG Solamere Management LLC CAMG Solamere Management LLC Investment ManagersFinance CAMG Solamere Management LLC, do-business-as Queens Oak Advisors (Queens Oak), is a wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 2009 and was acquired in 2021 by MAI Capital Management LLC, a subsidiary of Edgewood Partners Insurance Center Corp. Queens Oak provides customized wealth and asset management services for high net worth individuals and families and institutional clients including retirement plans, corporations, charitable organizations, endowments, and foundations.	Analyst-Equity	30/04/2018
Buckhorn Capital Management LLC Buckhorn Capital Management LLC Investment ManagersFinance Founded in 1990 by Winston Way, Buckhorn Capital Management LLC is a registered investment advisor located in Charlotte, North Carolina. The firm primarily provides services to households, small institutions and closely-held businesses in the southeastern US.	Portfolio Manager-Equities	15/10/2013
PPA Advisory Services, Inc. PPA Advisory Services, Inc. Investment ManagersFinance Part of Corporate Charities, Inc., PPA Advisory Services, Inc. provides investment advice. The company is based in Roswell, GA.	Corporate Officer/Principal	-
USAA Financial Planning Services USAA Financial Planning Services Investment ManagersFinance Part of United Services Automobile Association, USAA Financial Planning Services is a company that provides investment advice. The company is based in San Antonio, TX.	Corporate Officer/Principal	-

See the detail of Julian Franklin Patton's experience

Training of Julian Franklin Patton

University of Georgia

Undergraduate Degree

Experiences
Positions held

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Listed companies

Private companies