Sei Huntington Steele Private Wealth Management
CurrentPatsy brings 34 years of investment management experience to SEI Huntington Steele. Her experience covers the breadth of investment management sectors, with a heavy emphasis on fixed income, derivatives, and economic analysis. Patsy has spent the last 24 years focusing on high net worth individuals.Previously, Patsy was a Managing Director at Bank of America/Montgomery Securities, first in San Francisco and then in Seattle, where she moved to open the first Washington-based office for Montgomery. Patsy also brings 10 years of fixed income and derivative institutional sales experience with Salomon Brothers.She holds a Bachelor of Science degree in Industrial Engineering from Stanford University and was a three time All American in Women's Field Hockey. She is originally from Philadelphia, Pennsylvania.
