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Erich M. Patten
Portfolio Manager

Portfolio Manager:
▪ Domestic Equities

Education:
▪ University of Pennsylvania, BS
Wharton School
▪ Master Public Policy, University of Chicago

Professional Organizations:
▪ Investment Analysts Society of Chicago

Located:
▪ Seattle, Washington

 

have been learning about the markets my entire life. Growing up as the grandson of Kenneth Cutler, this was inevitable. At his side I began attending annual meetings of shareholders at age 6. My Grandfather drove me to Junior High School five days a week where the discussion usually involved dividends and stock selection. My Christmas stockings often held only stock certificates. These early foundations continued to guide my philosophy throughout my university and graduate school education.

Today I'm a believer. I vote Cutler's proxies, take shareholder governance to heart, and pay close attention to the fundamental balance sheets of our equity holdings. Our client's wealth management is my life's passion.