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Raymond R

CFA®, Series 63

Chattanooga, TN

Patten And Patten, Inc.

Raymond Ryan is a CFA® charterholder with 22 years of industry experience. He has been with Patten And Patten, Inc. since 1999. In addition to his advisory role, he serves as an Adjunct Professor of Finance at The University of Tennessee, Chattanooga. Patten and Patten, Inc. provides discretionary investment management to a diverse client base including individuals, families, retirement plans, and institutional accounts. The firm employs an active, valuation-driven investment approach focused on large- and mid-cap equities and investment-grade fixed income, typically maintaining a diversified portfolio of 30–40 equity positions.

Active portfolio management Options & derivatives strategies Private / alternative investments
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Mark F

CFA®

Chattanooga, TN

Patten And Patten, Inc.

Mark Fleck is a CFA® charterholder with 12 years of industry experience. He has worked at Patten and Patten, Inc. since 2008 and previously spent four years at Highland Capital Management, LLC. Mr. Fleck serves as an Adjunct Professor of Finance at The University of Tennessee, Chattanooga. Patten and Patten, Inc. provides discretionary investment management to individuals, families, retirement plans, trusts, family partnerships, endowments, foundations, and other institutional accounts. The firm employs an active, valuation-driven investment approach focused on large- and mid-cap equities and investment-grade fixed income, managing approximately $2.21 billion in assets across about 841 client relationships.

Active portfolio management Options & derivatives strategies Private / alternative investments
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William D

CFA®

Chattanooga, TN

Patten And Patten, Inc.

William Decosimo is a CFA® charterholder with nine years of industry experience. He has worked at Patten and Patten, Inc. since 2011. Patten and Patten provides discretionary investment management to individuals, families, retirement plans, trusts, family partnerships, endowments, foundations, and other institutional accounts. The firm employs an active, valuation-driven investment approach focused on large- and mid-cap equities and investment-grade fixed income, typically managing 30–40 equity positions with low turnover.

Active portfolio management Options & derivatives strategies Private / alternative investments
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