Stephen Caton is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Patron Partners, LLC since 2020. He previously worked at UBS Financial Services Inc. for 11 years. In addition to his advisory role, he is a licensed insurance agent in Houston, TX. Patron Partners provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutions. The firm combines active and passive strategies with various analytical techniques and offers both ongoing portfolio management and tailored financial consultations.

Richard Figueroa is a financial advisor at Patron Partners, LLC with 28 years of industry experience. He previously worked at UBS Financial Services Inc for 11 years before joining Patron Partners in 2020. Figueroa serves on the investment committee of Memorial Hermann Healthcare System and is chairman of the Texas Department of Licensing and Regulation commission. He is also a board member of the National Rifle Association. Patron Partners provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs a diversified investment approach combining active and passive strategies with continuous portfolio monitoring.