Senior Vice President - Private Advisor
Current
Sep 2023 - Present
AeroLeads people directory · profile
Paul Patterson Email & Phone Number
Private Advisor - Rockefeller Global Family Office
at
Rockefeller Capital Management
1 work email found
@ubs.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Private Advisor - Rockefeller Global Family Office
Location
Wilmington, North Carolina, United States
Who is Paul Patterson? Overview
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Quick answer
Paul Patterson is listed as Private Advisor - Rockefeller Global Family Office at Rockefeller Capital Management, based in Wilmington, North Carolina, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Paul Patterson.
Paul Patterson previously worked as Senior Vice President - Private Advisor at Rockefeller Capital Management and Vice President - Wealth Management at Ubs. Paul Patterson holds Mba, Finance, Entrepreneurialism from Unc Kenan-Flagler Business School.
Company email context
Email format at Rockefeller Capital Management
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{first}.{last}@ubs.com
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AeroLeads found 1 current-domain work email signal for Paul Patterson. Compare company email patterns before reaching out.
Profile bio
About Paul Patterson
Our passion is helping uniquely successful families make well informed financial decisions so they can live their best lives. With success comes complexity and along the way we all experiences transition points - marriage, children, divorce, selling a business, retirement, death of a loved one are just some of the points in life where important decisions are made. Over the last 25 years, Decision Point Wealth Partners has developed a proven process to identify the gaps in our clients' financial lives. Using our comprehensive checklist for each of life's transitions, we identify when and where gaps occur and provide insight and advice to close those gaps.
Listed skills include Wealth Management, Asset Allocation, Investment Strategies, Financial Analysis, and 1 others.
Current workplace
Paul Patterson's current company
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3 roles
Paul Patterson work experience
A career timeline built from the work history available for this profile.
Vice President - Wealth Management
Jan 2009 - Sep 2023
Wealth Management Advisor
Jun 1999 - Jan 2009
3 education records
Paul Patterson education
Mba, Finance, Entrepreneurialism
Unc Kenan-Flagler Business School
Accounting
North Carolina State University
Bs, Military History, Arabic
United States Military Academy At West Point
FAQ
Frequently asked questions about Paul Patterson
Quick answers generated from the profile data available on this page.
What company does Paul Patterson work for?
Paul Patterson works for Rockefeller Capital Management.
What is Paul Patterson's role at Rockefeller Capital Management?
Paul Patterson is listed as Private Advisor - Rockefeller Global Family Office at Rockefeller Capital Management.
What is Paul Patterson's email address?
AeroLeads has found 1 work email signal at @ubs.com for Paul Patterson at Rockefeller Capital Management.
Where is Paul Patterson based?
Paul Patterson is based in Wilmington, North Carolina, United States while working with Rockefeller Capital Management.
What companies has Paul Patterson worked for?
Paul Patterson has worked for Rockefeller Capital Management, Ubs, and Merrill Lynch.
How can I contact Paul Patterson?
You can use AeroLeads to view verified contact signals for Paul Patterson at Rockefeller Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Paul Patterson attend?
Paul Patterson holds Mba, Finance, Entrepreneurialism from Unc Kenan-Flagler Business School.
What skills is Paul Patterson known for?
Paul Patterson is listed with skills including Wealth Management, Asset Allocation, Investment Strategies, Financial Analysis, and Portfolio Management.
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