As the CEO and Chief Investment Officer for Avidian Wealth Solutions, Luke Patterson has over 20 years of investment experience, including portfolio management, equity, and debt securities, options, and alternative investments. Over his career, he has represented corporate clients and high net worth individuals and their families in a diverse range of financial transactions. In his roles as Avidian’s Chief Investment Officer and a member of its investment committee, Luke is responsible for directing the firm’s investment strategy, portfolio management, financial analysis, and research. He focuses on identifying and implementing broad, multi-asset investment opportunities for client investment portfolios. Luke adheres to a disciplined investment strategy centered on conservative principles, effective risk management and capital preservation – all aimed at achieving long-term results for each client. Luke is also the head of our Business Development Department.
Prior to joining Avidian in 2009, Luke worked at Merrill Lynch, Morgan Stanley and Morgan Keegan & Co. in their private client groups. A native of Houston, Luke graduated from Rice University with an M.B.A. in Finance and from Sam Houston State University with a Bachelor’s Degree in Business. Luke is the host of the upcoming podcast The Journey: Lessons of an Entrepreneur and contributes commentary to the firm’s website.
We look forward
Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!