A complete list of active advisors currently associated with Patton Hall, LLC

Warmer can help you find a great advisor at Patton Hall, LLC or one who fits your needs even better.

Patton Hall provides discretionary asset management to individuals and high‑net‑worth clients, delivering ongoing portfolio management that includes investment selection, asset allocation, monitoring, and the ability for clients to impose written restrictions. The firm documents client goals, time horizons, objectives, and risk tolerance to shape each account’s strategy. The firm uses a mix of fundamental, technical, and economic analysis to inform portfolio decisions and conducts periodic account reviews — at least quarterly — to assess suitability, rebalance allocations, and pursue tax‑loss harvesting opportunities when appropriate. Clients must custody assets at a specified custodian and the firm operates with discretionary trading authority to implement the agreed investment program. Noteworthy aspects include its boutique scale and small client roster with no stated account minimums, a policy of managing accounts separately rather than aggregating block trades, and an explicit practice of not voting client proxies (clients receive and vote their own proxies). The firm reports no material outside business affiliations, receives no external compensation or soft‑dollar benefits, and relies on internal compliance reviews of personal trading to address conflicts of interest.

To learn more about the advisors currently working at Patton Hall, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Peter Carril	Princeton, NJ	13

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