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Matthew Patterson Email & Phone Number
Partner
at
COMPOUNDR™
1 phone found
area 630
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner
Location
Naperville, Illinois, United States
Company size
Who is Matthew Patterson? Overview
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Quick answer
Matthew Patterson is listed as Partner at COMPOUNDR™, a company with 2 employees, based in Naperville, Illinois, United States. AeroLeads shows phone signal with area code 630 and a matched LinkedIn profile for Matthew Patterson.
Matthew Patterson previously worked as Co-Founder at Bryant Avenue Ventures Llc and Managing Director, Head of Investment Strategy & General Counsel at Accretive Asset Management Llc. Matthew Patterson holds M.B.A., With Honors, Accounting & Finance from The University Of Chicago Booth School Of Business.
Company email context
Email format at COMPOUNDR™
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COMPOUNDR™
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Profile bio
About Matthew Patterson
Illinois-licensed securities attorney and business development executive with track record of success in the investment management industry. Previously co-founded a leading index provider to the ETF industry that has raised in excess of $10 billion in assets under license. Extensive experience with the successful development and distribution of innovative securities and pooled investment products, including ETFs, closed-end funds, mutual funds and unit investment trusts. Previous service as Chief Compliance Officer to both registered investment advisers and registered investment companies.
Listed skills include Securities, Investment Management, Securities Regulation, Investments, and 19 others.
Current workplace
Matthew Patterson's current company
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Compoundr™
9 roles · 30 years
Matthew Patterson work experience
A career timeline built from the work history available for this profile.
Co-Founder
CurrentCo-founder of company and co-creator of HANDLS Indexes.
Sep 2016 - Present
Managing Director, Head Of Investment Strategy & General Counsel
Accretive Asset Management Llc
Co-founded company and co-developed its BulletShares Indexes, which are currently licensed to 31 NYSE-listed ETFs with more than $16 billion in assets under management. Worked as part of a three-person team to commercialize the BulletShares methodology, identifying and securing an index licensee (Guggenheim Investments) and assisting it with the successful.
2009 - 2015
~6 yrs
Vice President, Assistant General Counsel
Provided general corporate counsel and legal support to an array of product lines, including closed-end funds and structured products. Served as secretary to various closed-end fund trusts, overseeing the production of board meeting materials and managing communications with trustees.Served as primary legal support for Claymore's closed-end fund business.
2006 - 2009
~3 yrs
Securities Counsel & Chief Compliance Officer
Served as primary legal counsel to Caterpillar Investment Management Ltd., a wholly owned investment management subsidiary of Caterpillar Inc. with $3.8 billion under management. Handled all compliance and regulatory matters, including oversight of in-house employees and third-party service providers.Served as Chief Compliance Officer of Caterpillar.
2004 - 2006
~2 yrs
Associate
Multi-faceted legal practice focusing on mergers and acquisitions and corporate finance; represented companies acting as buyers and sellers in mergers, stock and asset acquisitions and divestitures, takeovers and restructurings; involved in debt and equity underwritings, representing companies and mutual funds issuing securities and investment banking.
2002 - 2004
~2 yrs
Regional Sales Manager
Oversaw regional marketing efforts for captive finance subsidiary of Toshiba Corporation. Responsible for planning and implementing marketing plan for startup business.
1998 - 1999
~1 yr
Remarketer Sales Representative
Managed working capital financial services sales territory, consistently exceeding targeted sales quotas for incremental asset growth. Recruited to GE Capital by former senior colleague.
1997 - 1998
~1 yr
Account Operations Administrator
Managed collections and customer service for a $40 million working capital loan portfolio comprised of loans to IBM dealers, exceeding collection targets and customer service measurements, as well as other operational measurements. Promoted to Remarketer Sales Representative.
1996 - 1997
~1 yr
4 education records
Matthew Patterson education
M.B.A., With Honors, Accounting & Finance
Doctor Of Law (Jd), Summa Cum Laude
B.A., Rhetoric
Education record
Naperville Central High School
FAQ
Frequently asked questions about Matthew Patterson
Quick answers generated from the profile data available on this page.
What company does Matthew Patterson work for?
Matthew Patterson works for COMPOUNDR™.
What is Matthew Patterson's role at COMPOUNDR™?
Matthew Patterson is listed as Partner at COMPOUNDR™.
What is Matthew Patterson's phone number?
AeroLeads has found 1 phone signal(s) with area code 630 for Matthew Patterson at COMPOUNDR™.
Where is Matthew Patterson based?
Matthew Patterson is based in Naperville, Illinois, United States while working with COMPOUNDR™.
What companies has Matthew Patterson worked for?
Matthew Patterson has worked for Compoundr™, Bryant Avenue Ventures Llc, Accretive Asset Management Llc, Claymore Securities, Inc., and Caterpillar Investment Management Ltd..
Who are Matthew Patterson's colleagues at COMPOUNDR™?
Matthew Patterson's colleagues at COMPOUNDR™ include David Cohen.
How can I contact Matthew Patterson?
You can use AeroLeads to view verified contact signals for Matthew Patterson at COMPOUNDR™, including work email, phone, and LinkedIn data when available.
What schools did Matthew Patterson attend?
Matthew Patterson holds M.B.A., With Honors, Accounting & Finance from The University Of Chicago Booth School Of Business.
What skills is Matthew Patterson known for?
Matthew Patterson is listed with skills including Securities, Investment Management, Securities Regulation, Investments, Capital Markets, Corporate Governance, Hedge Funds, and Mergers And Acquisitions.
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