Patten and Patten, Inc.

Raymond Ryan is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Patten and Patten, Inc. since 1999. He is also an Adjunct Professor of Finance at The University of Tennessee, Chattanooga. Patten and Patten, Inc. provides discretionary investment management to individuals, families, high-net-worth clients, trusts, and institutional accounts using a top-down/bottom-up, actively managed core equity approach combined with investment-grade fixed-income portfolios. The firm manages approximately $2.06 billion in assets with a focus on long-term holdings and customized strategic asset allocation.

Mark Fleck is a CFA® charterholder with 11 years of industry experience. He has been with Patten and Patten, Inc. since 2008. In addition to his advisory role, 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, high-net-worth clients, trusts, and institutional accounts. The firm employs an actively managed “core” equity approach combined with investment-grade fixed-income portfolios and selective use of ETFs and alternatives, focusing on long-term holdings and customized asset allocation based on client objectives.

William Decosimo is a CFA® charterholder with eight years of industry experience. He has been with Patten and Patten, Inc. since 2011. Patten and Patten, Inc. provides discretionary investment management to individuals, families, high-net-worth clients, trusts, and institutional accounts, including pension and profit-sharing plans. The firm employs a top-down/bottom-up, actively managed core equity approach combined with investment-grade fixed income and selective use of ETFs, mutual funds, and liquid alternatives.