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@yourwealth.com
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2 phones found area 440
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Chris Pataky is listed as Regional Business Development Manager - Investment Advisor | Custom Multi-Asset Class Income & Retirement Planning @ Capital Investment Advisors at Capital Investment Advisors, a company with 47 employees, based in Denver Metropolitan Area, United States, United States. AeroLeads shows a work email signal at yourwealth.com, phone signal with area code 440, and a matched LinkedIn profile for Chris Pataky.
Chris Pataky previously worked as Regional Business Development Manager | Investment Advisor at Capital Investment Advisors and Wealth Advisor at Merrill Lynch. Chris Pataky holds Business Administration, Finance from Kent State University.
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AeroLeads found 1 current-domain work email signal for Chris Pataky. Compare company email patterns before reaching out.
I am currently an Investment Advisor with Capital Investment Advisors (CIA) and have over fifteen years of experience in the financial services industry. Prior to joining CIA, I worked for Charles Schwab & Co. in New York City and for Merrill Lynch in Denver. At each firm, I worked extensively with several divisions including Private Wealth Management, Private Equity, Business Succession Planning, and Trust and Estate Planning.I graduated from Kent State University in Ohio with a bachelor’s in business administration through Finance. During my time there, I was also a member of the football team and still enjoy watching every Golden Flash football game when I can. I live in Denver with my wife, Meghan, daughter, Vivienne, and our two English bulldogs, Russell and Buster. I enjoy golfing, skiing, hiking, and watching the Cleveland Browns and Cavaliers. I'm also a board member of the Parkinson’s Association of the Rockies.Email: cpataky@yourwealth.comMobile: 440.610.2281
Listed skills include Investments, Series 7, Series 63, Defined Contribution, and 8 others.
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Greater Denver Area
As an Investment Advisor, I'm focused on understanding what matters most to clients. Once fully garnering an understanding of the clients specific situation, I then help to craft a financial strategy which reflects the client’s investment personality and adjust these unique wealth management strategies when necessary over time.
Midtown Manhattan
Other employees you can reach at yourwealth.com. View company contacts for 47 employees →
Amy Anderson
Colleague at Capital Investment AdvisorsAlpharetta, Georgia, United States, United States
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Eddie Goepp, Cfp®
Colleague at Capital Investment AdvisorsAtlanta, Georgia, United States, United States
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Abbie Stapleton
Colleague at Capital Investment AdvisorsAtlanta, Georgia, United States, United States
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Jonas Roos, Cfp®
Colleague at Capital Investment AdvisorsDallas, Texas, United States, United States
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Khadeejah Mangin
Colleague at Capital Investment AdvisorsNashville, Tennessee, United States, United States
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Jeff Lloyd
Colleague at Capital Investment AdvisorsAtlanta, Georgia, United States, United States
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Amanda Henson
Colleague at Capital Investment AdvisorsAtlanta, Georgia, United States, United States
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Julia Dixon
Colleague at Capital Investment AdvisorsVienna, Virginia, United States, United States
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Jason Gove, Crpc®, Cws®
Colleague at Capital Investment AdvisorsPhoenix, Arizona, United States, United States
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John Etherington
Colleague at Capital Investment AdvisorsManassas, Virginia, United States, United States
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Chris Pataky works for Capital Investment Advisors.
Chris Pataky is listed as Regional Business Development Manager - Investment Advisor | Custom Multi-Asset Class Income & Retirement Planning @ Capital Investment Advisors at Capital Investment Advisors.
AeroLeads has found 1 work email signal at @yourwealth.com for Chris Pataky at Capital Investment Advisors.
AeroLeads has found 2 phone signal(s) with area code 440 for Chris Pataky at Capital Investment Advisors.
Chris Pataky is based in Denver Metropolitan Area, United States, United States while working with Capital Investment Advisors.
Chris Pataky has worked for Capital Investment Advisors, Merrill Lynch, and Charles Schwab.
Chris Pataky's colleagues at Capital Investment Advisors include Amy Anderson, Eddie Goepp, Cfp®, Abbie Stapleton, Jonas Roos, Cfp®, and Khadeejah Mangin.
You can use AeroLeads to view verified contact signals for Chris Pataky at Capital Investment Advisors, including work email, phone, and LinkedIn data when available.
Chris Pataky holds Business Administration, Finance from Kent State University.
Chris Pataky is listed with skills including Investments, Series 7, Series 63, Defined Contribution, Defined Benefit, Wealth Management, Ria, and Equity Compensation.
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