Patrick White-Thomson, CFA, CAIA

Vice President, Senior Portfolio Manager

207-619-8611

Patrick White-Thomson, CFA, CAIA, in his role as Vice President and Senior Portfolio Manager, works with clients to develop customized portfolios based on their goals, objectives and risk tolerance. In addition, as a member of the Investment Committee, he helps to shape the firm’s investment policy, and participates in the group’s individual security selection process and market research initiatives.

Patrick brings over ten years of experience in the financial services industry to his role, most recently as a Senior Portfolio Manager with Holly Street Wealth Advisors, a boutique investment firm in Pasadena, California. Prior to that he was the Senior Portfolio Manager in charge of research at Osher Van de Voorde Investment Management and has experience working in the private client groups of both Merrill Lynch and Morgan Stanley.

Patrick is a CFA charterholder and has also earned the Chartered Alternative Investment Analyst (CAIA) designation. He graduated from the University of Rochester with a bachelor’s degree in History. He also has a Master’s degree from D’Youville College. In his spare time, Patrick enjoys hiking, biking, reading and writing.