Experience that counts

With 60+ combined years of Wall Street experience at one of the world’s largest banks, Patron Partners’ pedigree is substantial. Our work with everyone from wealthy individuals to small, one-man shops to large corporations has led to a successful track record. We work hard to help people of means build upon their success and achieve their life goals. Patron Partners’ experience, combined with integrity, deeply held values, and technical proficiency, results in a true partnership built on trust, commitment, and a shared vision for your future.

CRPC®, CKA® / Chief Executive Officer

CFP®, CRPC®, CKA® / Chief Investment Officer

Client Services Manager

Investment Associate

Wealth Associate

Financial Associate

A woman with shoulder-length blond hair, wearing a brown blazer and a pearl necklace, smiling in front of a gray textured background.

Anna Dhuet

Operations Manager

Chief Compliance Officer

CFA® / Outside Chief Investment Officer