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Executive with considerable experience working alongside families to organize, grow, and manage their family offices, including investment strategy and execution, family concierge service offerings, back office reporting and administration, tax prep and reporting, family legacy planning, and nexgen education.
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President & Chief Executive OfficerWhite Oak Enterprises Nov 2023 - PresentFulton, Maryland, UsWhite Oak Enterprises serves the descendants of Stewart Bainum Sr. and Jane Bainum. In my role as CEO, I work closely with the family, board, and team members to oversee the office's investment portfolio, family services group, and sponsored hospitality initiatives. -
TrusteeHalstatt May 2023 - PresentNaples, Florida, Us -
Chief Investment OfficerHalstatt Jun 2009 - May 2023Naples, Florida, UsIn my role as Chief Investment Officer, I manage all aspects of Halstatt's investment strategy across a diverse group of asset classes. I currently serve as a Partner in Halstatt Real Estate Partners, a real estate private equity firm that has participated in the acquisition and development of over $850 million in Florida-based real estate assets. I also serve as a Principal of Halstatt Legacy Partners, an investment practice focused on entrepreneurship through acquisition and the operation of resulting portfolio companies.In addition, I work closely with: Florida Gulfshore Capital, a direct venture capital firm affiliated with Halstatt; Trent Capital Partners, a direct private equity affiliate; and Haversine Funding, an affiliate engaged in direct loan participations with selected specialty lending partners. -
AdvisorHalstatt Real Estate Partners Jan 2011 - PresentNaples, Florida, UsI currently serve as a Partner at Halstatt Real Estate Partners, a real estate private equity firm targeting opportunistic investments in Class A commercial office space, workforce multifamily housing and student housing projects across Florida. I provide oversight on deploying the firm's capital as well as working alongside a cross-section of institutional limited partners including charitable foundations and endowments, domestic and international family offices, and corporate pension funds. -
AdvisorHalstatt Legacy Partners Feb 2014 - PresentNaples, Fl, UsI currently serve as a principal at Halstatt Legacy Partners, an investment practice focused on entrepreneurship through acquisition and the operation of resulting portfolio companies. We partner, advise and serve as capital sponsor to exceptional entrepreneurs who acquire and build great businesses. -
PrincipalHaversine Funding Jul 2017 - PresentDallas, Texas, UsI currently serve as a Principal at Haversine Funding, an affiliate of Halstatt engaged in direct loan participations with selected specialty lending partners. We provide working capital solutions to small and medium-sized enterprises through close relationships with leading asset-based lenders. -
AdvisorFlorida Gulfshore Capital Jul 2004 - PresentI currently serve as an advisor to Florida Gulfshore Capital, a direct venture capital firm affiliated with Halstatt. We make private investments in early stage venture opportunities, primarily in Florida and the Southeast, with a focus on industrial products, healthcare and web-based content.
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AdvisorTrent Capital Partners Feb 2010 - PresentI currently serve as an advisor to Trent Capital Partners, a direct private equity firm affiliated with Halstatt. I work closely with the firm in sourcing, structuring and managing small to mid-market LBO's and growth equity investments.
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President, CfoLehigh Technologies Mar 2004 - May 2009Tucker, Ga, UsEarly stage investor and officer of a cleantech startup that focuses on recycling vulcanized rubber into fine powder for reuse in a variety of industrial applications. -
Vp Business DevelopmentBe Free, Inc. Sep 1998 - Jan 2002Helped start and grow an internet affiliate marketing business based out of Boston, MA; later merged with ValueClick in 2002.
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AssociateMckinsey & Company Jun 1998 - Aug 1998Us -
Manager, Venture CapitalCompaq Computer Corporation May 1995 - Jun 1997
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Analyst, Corporate FinanceWilliam Blair & Company Jun 1993 - May 1995Chicago, Il, Us
Patrick George Skills
Patrick George Education Details
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Harvard Business SchoolMaster Of Business Administration (Mba) -
Harvard UniversityEconomics
Frequently Asked Questions about Patrick George
What company does Patrick George work for?
Patrick George works for White Oak Enterprises
What is Patrick George's role at the current company?
Patrick George's current role is Family Office Executive.
What is Patrick George's email address?
Patrick George's email address is ev****@****ink.com
What is Patrick George's direct phone number?
Patrick George's direct phone number is (239)-659*****
What schools did Patrick George attend?
Patrick George attended Harvard Business School, Harvard University.
What are some of Patrick George's interests?
Patrick George has interest in Career, Kids, Boating, Cooking, Exercise, Investing, Outdoors, Electronics, Home Improvement, Reading.
What skills is Patrick George known for?
Patrick George has skills like Venture Capital, Private Equity, Investments, Alternative Investments, Start Ups, Hedge Funds, Corporate Finance, Mergers, Fixed Income, Investment Management, Entrepreneurship, Financial Structuring.
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