Neville, Rodie & Shaw Inc

William Patterson is a Series 65 licensed financial advisor with Neville, Rodie & Shaw Inc, based in New York, NY. He has four years of industry experience and has previously worked at GSB Wealth Management, LLC, Lebenthal Asset Management LLC, and Lebenthal Wealth Advisors LLC. Patterson has been with Neville, Rodie & Shaw since 2021. Neville, Rodie & Shaw provides discretionary and non-discretionary investment management to individuals, trusts, foundations, endowments, charitable organizations, and qualified retirement plans. The firm manages long-only, separately managed accounts using fundamental, company-level analysis and a long-term, buy-and-hold strategy to create diversified, balanced portfolios.

Mark Traver is a CFA® charterholder with 13 years of industry experience. He has been with Neville, Rodie & Shaw Inc. since 2000. The firm provides discretionary and non-discretionary investment management services to individuals, trusts, foundations, endowments, charitable organizations, and qualified retirement plans. Neville, Rodie & Shaw manages long-only, separately managed accounts with a fundamental, company-level analysis approach and a long-term, buy-and-hold orientation, combining equities, fixed income, and cash equivalents to build diversified portfolios.

Sheila Scott is a financial advisor at Neville, Rodie & Shaw Inc with six years of industry experience. She holds a Series 65 designation and has been with Neville, Rodie & Shaw since 2015. Outside of her advisory role, she serves as a board member of the 51 Fifth Avenue Owners Corp Co-op, where she has been involved for 23 years. Neville, Rodie & Shaw provides discretionary and non-discretionary investment management to individuals, trusts, foundations, endowments, charitable organizations, and qualified retirement plans. The firm manages long-only, separately managed accounts using fundamental company-level analysis and a long-term, buy-and-hold approach to build diversified portfolios.

Jeffrey Coe is a financial advisor at Neville, Rodie & Shaw Inc in New York, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Neville, Rodie & Shaw since 2011. Outside of his advisory role, he serves on the investment committee of Burke Rehabilitation Hospital’s foundation. Neville, Rodie & Shaw provides discretionary and non-discretionary investment management to individuals, trusts, foundations, endowments, charitable organizations, and qualified retirement plans. The firm employs a fundamental, long-term buy-and-hold investment approach, managing diversified portfolios primarily through separately managed accounts.