Jeffrey B. Patterson, CIMA®
Product Specialist – Asset Management
Phone: 866.834.1040
Mr. Patterson is a Product Specialist with Level Four Capital Management and has 30+ years of investment experience, including Asset Management, Institutional Consulting, and as a Financial Advisor. His responsibilities include introducing the Level Four Capital strategies to the institutional and retail channels as well as working on strategic initiatives. Mr. Patterson is a member of the Capital Management investment committee and received his Bachelor of Business Administration degree from the University of Texas in Austin. He holds the FINRA Series 65 license and the CIMA® certification.