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Profile of Robert Patterson
 

Robert Patterson

 
Sr. Consultant - Capital Advisory Group
 
Robert Patterson Email :
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Company Name : Capital Advisory Group
 
Company Website : www.thecapgroup.com
 
Company Address : 7100 Forest Ave.
Ste. 301, Richmond, VA,
United States,
 
Robert Patterson Profile :
Sr. Consultant - Capital Advisory Group
 
Robert Patterson Biography :

Mr. Patterson joined the firm in 2007 from ASC Advisory, Inc. where he was a Principal for over 15 years. Prior to the co-founding of ASC, Bob managed the business development responsibilities for the Washington DC headquarters of a large privately held bank and trust company and worked with the Union Bank of Switzerland in Zurich, Switzerland. Bob has provided seminars on a variety of investment topics and was a "civilian" member of a US Department of Commerce Team that traveled to Moscow in 2002 to advise the Russian Ministry of Pensions on issues related to investment manager search and portfolio performance measurement. With over two decades of experience in investment management consulting for personal trusts, pensions and charitable organizations, he works primarily with the firm’s retirement plan, endowment and foundation clients. Mr. Patterson holds a BA from Virginia Military Institute and an MBA from the International Management Development Institute in Lausanne, Switzerland. He is also an Accredited Investment Fiduciary®.

 
Robert Patterson Colleagues :
Name Title Email

Richard Smith

Pres. Please login

James Rorrer

MD, Institutional Consulting Services Please login

Clay Eubank

MD Please login

Mark Smith

MD, Private Client Services Please login

Timothy Jester

Sr. Consultant, Dir. - Research Please login


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