Image

Favorite Quote

"Fortuna audaces iuvat (Fortune favours the bold)."- Proverb









 

FINRA BrokerCheck

Perform a background check on Ultimus Fund Distributors, LLC using FINRA’s BrokerCheck

Matthew C. Patten

Chief Executive Officer
Portfolio Manager

Mr. Patten received his Bachelor of Arts Degrees in Economics and Environmental Geo-Sciences from Boston College

He was awarded his Masters in Business Administration from the University of
Chicago.

In high school, I studied in Germany where I got my first lesson in international finance.  Namely, how do I call collect to the US to ask my parents to wire more money (and perhaps more importantly, how do I convince them I wasn’t spending money frivolously)?   And thus began an international career in finance that included stops as a Research Analyst in Los Angeles, an Analyst in Hong Kong (looking at pre-IPO listings on the Chinese exchanges), and a Portfolio Manager in Shanghai (responsible for private equity investments), before settling in as an equity Portfolio Manager in Jacksonville, Oregon (an historic town of 2,000 residents known far and wide as a global financial hub).  I have been a co-Portfolio Manager of the Cutler Equity Fund since 2003, a job I have shared with my brother for nearly as long as we shared a bedroom growing up.

In July 2015, Cutler launched our first emerging market fund.  As co-Portfolio Manager (with Erich and Xavier) I am able to use my international experience to help the team understand many of the complexities of investing in these exciting and fast growing markets.

I live in Jacksonville, Oregon where I am dedicated to serving the youth of our community.  I am the Immediate Past President for the local Boy Scout Council (Crater Lake Council),  Board Chair to the Britt Festivals (the Northwest’s oldest outdoor music festival), and Past President of the region’s oldest Rotary Club (Medford Rotary).  Most importantly, while my eldest son appears to be a better salmon fisherman, I can still beat both of my young sons down the slopes while skiing, a title I expect to relinquish in short order.

Today I serve Cutler as a Partner and Chief Executive Officer of the firm.  I am also Chairman and Treasurer of the Cutler Trust, providing oversight of the Cutler Equity Fund, Cutler Emerging Markets Fund, and the Cutler Fixed Income Fund.

Favorite Quote

"Fortuna audaces iuvat (Fortune favours the bold)."- Proverb









 


My Services

Latest Commentary

  • The Fed Meets Expectations

    The Fed Meets Expectations

    by Xavier J. Urpi


  • Cutler 4Q Newsletter

    Cutler 4Q Newsletter

    by Erich M. Patten


Contact Us

info@cutler.com