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Patten and Patten, Inc.

An investment management firm with integrity, independence and experience.

Welcome

Patten and Patten, Inc. was incorporated in 1976. The Firm was founded on two core beliefs: (1) investments are best managed in a customized manner and (2) independent firms are best positioned to represent their clients’ interests. These two core beliefs have been integrated with a dedication to well-researched investment strategies, independent judgment, and a commitment to a high level of service.

Our Approach

Patten and Patten does not create investment products, pre-set strategies, model portfolios, or other structures that are designed to be used across a broad swath of clients. Instead, Patten and Patten provides customized investment advisory services tailored to the specific needs of the client. Patten and Patten provides discretionary, fee-only investment advisory services to individuals, families, trusts, retirement plans, endowments, and foundations.

 

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History

Patten and Patten, Inc. was incorporated in 1976. The Firm was founded on two core beliefs: (1) investments are best managed in a customized manner and (2) independent firms are best positioned to represent their clients’ interests. These two core beliefs have been integrated with a dedication to well-researched, independent judgment, and a commitment to a high level of service.

 

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Our Team

W. A. Bryan Patten, CFA, CIC

W. A. Bryan Patten, CFA, CIC

Chairman and CEO, Portfolio Manager…

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Raymond V. Ryan, CFA

Raymond V. Ryan, CFA

President, Portfolio Manager, Chief Compliance…

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Frank M. Robbins, III, CFA, CIC

Frank M. Robbins, III, CFA, CIC

Senior Vice President and Secretary,…

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J. Clay Crumbliss

J. Clay Crumbliss

Principal, Vice President of Business…

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Mark C. Fleck, CFA

Mark C. Fleck, CFA

Principal, Portfolio Manager mark@patteninc.com (423)…

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Stephanie Graham

Stephanie Graham

Chief Financial Officer sgraham@patteninc.com (423)…

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William F. A. Decosimo, CFA

William F. A. Decosimo, CFA

Portfolio Manager, Research Analyst william@patteninc.com…

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Yelena A. Lyashevskiy

Yelena A. Lyashevskiy

Research Analyst Yelena@patteninc.com (423) 756-3480…

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