![Robert Patten](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Robert Scott Patten worked as a Director & Senior Analyst at Lehman Brothers, Inc. from 1997 to 2000.
He then worked as a Managing Director & Senior Bank Analyst at Morgan Keegan & Co., Inc. (Old), Director & Senior Bank Analyst at UBS Securities LLC, and Director & Senior Bank Analyst at Salomon Brothers.
From 2012 to 2021, he worked as a Global Industry Analyst at Wellington Management Co. LLP.
Prior to his career in finance, he obtained an undergraduate degree from Monmouth University.
Former positions of Robert Patten
| Companies | Position | End |
|---|---|---|
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Analyst-Equity | 01/12/2021 |
Financial Consultants Group, Inc.
 Financial Consultants Group, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/03/2003 |
Salomon Brothers
 Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank. | Analyst-Equity | - |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Analyst-Equity | - |
Training of Robert Patten
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
74
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Morgan Keegan & Co., Inc. (Old)
 Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Finance |
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Salomon Brothers
Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank. | Finance |
Monmouth University
 Monmouth University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Financial Consultants Group, Inc.
Financial Consultants Group, Inc. Investment ManagersFinance Provides investment advice | Finance |
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