Profile
Mr. James T.
Patrick is a Partner & Senior Investment Advisor at Edge Advisors LLC.
He helps guide the strategic direction of the firm, build enduring relationships, and serve the unique investment needs of the clients.
Mr. Patrick has spent the majority of his career in asset management (over 15 years) as Director of Client Development & Relationship Management with Morgan Creek Capital, serving the investment needs of wealthy individuals, foundations, and endowments.
He also served as an advisor for high net worth individuals and institutional clients with Lehman Brothers, Credit Suisse, and Sapere Wealth Management.
He received both his Bachelor of Science in Business Administration and a Master of Business Administration from the University of North Carolina at Chapel Hill.
Former positions of James Thomas Patrick
| Companies | Position | End |
|---|---|---|
Edge Advisors LLC
 Edge Advisors LLC Investment ManagersFinance Edge Advisors LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2006 and is a subsidiary of Edge Capital Partners LLC. Edge Advisors provides comprehensive wealth management exclusively to individuals, families, and institutions with substantial wealth. | Portfolio Manager-Equities | 01/07/2018 |
Training of James Thomas Patrick
| The University of North Carolina at Chapel Hill | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Edge Advisors LLC
Edge Advisors LLC Investment ManagersFinance Edge Advisors LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2006 and is a subsidiary of Edge Capital Partners LLC. Edge Advisors provides comprehensive wealth management exclusively to individuals, families, and institutions with substantial wealth. | Finance |
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