Blake Patterson, Cfa Email & Phone Number

Some people walk into a room and light it up. They radiate presence. These are my clients. For them, presence = purpose + energy. The leaders I work with find ways to make a positive influence on others. They value and prioritize relationships. These leaders are not defined by rank, title, or seniority; leadership is influence. ​My mom is without a doubt the single most influential person in my life. When I was six years old, she lost the love of her life and my father to brain cancer. At only 38 years old, she was tasked with raising three children by herself. I will never forget the resiliency and grit that I saw her display throughout that tragedy. Today, she continues to focus on others first, and herself second. She is the perfect role model and I learned how to be myself because of her. I am as committed as she is to serving others and influencing their life for the better. This is my foundation and my purpose in life. I always knew that I wanted to be an advisor. But I understood that to be the most effective in serving my clients, I needed to first equip myself with the technical expertise. As a result, I spent 4 years at AB working in our fixed income investment team alongside our portfolio managers and economists. I also understood that the Chartered Financial Analyst (CFA) Designation was the highest distinction in the investment management profession, so I set out to obtain it. The technical side did not come easy for me, I’m not innately intelligent. Emotional intelligence, however, is where I thrive. Now having the combination of the two (IQ + EQ), enables me to serve my clients in a truly differentiated way. I often stop and remind myself, what an honor it is that people come to me for advice. Success, in my book, is when my clients trust me enough to come to me for advice beyond investment management. That’s when I know that I have reached the pinnacle of the client-advisor relationship.

Listed skills include Organization, Adaptability, Enthusiast, Committment, and 10 others.