The Patten Group Tpg
The Patten Group, Inc. was formed on March 31, 2014 as part of the transition plan of Patten and Patten, Inc. Quite simply, through new leadership and state-of-the-art technology, we are creating a firm designed to provide premier service and investment advice to our diverse client base. Important Disclosures The Advisor may utilize third-party websites that include social media websites, blogs and other interactive content. The Advisor considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, the Advisor may retain a copy of information that Advisor or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of the Advisor or the SEC. Information provides on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by the Advisor’s advisory persons after entering into an advisory agreement and provided the Advisor with all requested information about your background. While appreciated, we have been advised that accepting recommendations and endorsements is discouraged by the SEC, and, as such, do not accept them as a matter of policy. Please be wary of posting or commenting on behalf of The Patten Group, Inc. The Patten Group, Inc. is not responsible for nor does The Patten Group, Inc. condone any comments by third parties on their behalf. If you have any questions regarding these disclosures, please contact us at http://360patten.com/#contact
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Verified contacts
9
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
41
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- CB
Conni Boykins
Equty Research Associate & Head Trader · Other
EmailPhone - AZ
Adrienne Zingrich
Chief Operating Officer and Chief Compliance Officer Certified Financial Planner · General Business & Management
EmailPhone - AP
Ashlee Patten
the Patten Group (Tpg) · Other
EmailPhone - GA
Grant Allen
Research Associate & Portfolio Manager · Other
EmailPhone - AJ
Adam Jones
Research Analyst & Portfolio Manager · Finance & Accounting
EmailPhone - KR
Katarina Radu
Client Services Associate · Customer/Client Service
EmailPhone
Showing 6 of 9 verified contacts
Top roles at The Patten Group Tpg
7 distinct titles indexed · top 7 shown.
- 2research analyst & portfolio manager
- 2the patten group (tpg)
- 1chief operating officer and chief compliance officer certified financial planner
- 1client services associate
- 1equty research associate & head trader
- 1research associate & portfolio manager
- 1research director and portfolio manager
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