James Thomas Patrick

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Consumer Services

Finance

Profile

Mr. James T.
Patrick is a Partner & Senior Investment Advisor at Edge Advisors LLC.
He helps guide the strategic direction of the firm, build enduring relationships, and serve the unique investment needs of the clients.
Mr. Patrick has spent the majority of his career in asset management (over 15 years) as Director of Client Development & Relationship Management with Morgan Creek Capital, serving the investment needs of wealthy individuals, foundations, and endowments.
He also served as an advisor for high net worth individuals and institutional clients with Lehman Brothers, Credit Suisse, and Sapere Wealth Management.
He received both his Bachelor of Science in Business Administration and a Master of Business Administration from the University of North Carolina at Chapel Hill.

Former positions of James Thomas Patrick

Companies	Position	End
Edge Advisors LLC Edge Advisors LLC Investment ManagersFinance Edge Advisors manages active, index-based, and illiquid investments according to client’s goals and market conditions. The firm customizes client portfolios and tailor every solution to each client’s circumstance—the RealizeMORE™ component of their effective wealth management and financial planning approach. They achieve this via a highly disciplined process and varied perspectives on potential solutions and expected outcomes.	Portfolio Manager-Equities	01/07/2018

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Private companies	2
The University of North Carolina at Chapel Hill The University of North Carolina at Chapel Hill Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Edge Advisors LLC Edge Advisors LLC Investment ManagersFinance Edge Advisors manages active, index-based, and illiquid investments according to client’s goals and market conditions. The firm customizes client portfolios and tailor every solution to each client’s circumstance—the RealizeMORE™ component of their effective wealth management and financial planning approach. They achieve this via a highly disciplined process and varied perspectives on potential solutions and expected outcomes.	Finance

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