In Case You Missed It: Patrick Adams Joins Our Investment Committee
We wanted to follow up on our previous announcement from May regarding the exciting addition of Patrick Adams to our investment committee. We are delighted to have Patrick as an integral part of our team.
Patrick Adams brings a wealth of experience and an impressive track record in the investment industry. With over four decades of professional portfolio management, his prior roles include serving as Chief Investment Officer and portfolio manager for Berger Mutual Funds, Zurich-Kemper, and the Dreyfus/Founders mutual funds. Under his leadership, Berger Funds was recognized by Mutual Fund Magazine as the nation's second-best performing fund company for multiple years. Additionally, Patrick's management led the Founders Balanced Fund to be the top-performing balanced fund for three consecutive years. Barron's magazine has recognized Patrick as having "All the Right Moves" and "Perfect Timing."
As a boutique firm, our focus is on asset management and the customization of every portfolio to meet the unique needs of each client. Unlike the one-size-fits-all models often used by larger firms, we tailor our strategies to align with your individual goals and risk tolerance.
In addition to enhancing our investment expertise with Patrick's addition, we are also committed to improving our operational efficiency and customer experience. We are pleased to introduce Makenzie Molina as our new internal administrator, dedicated to supporting our clients with the highest level of service.
At Lansdowne Private Wealth Management and our affiliated companies, we remain steadfast in our commitment to our core values and to serving our clients with integrity and dedication. We believe these additions to our team will further enhance our ability to deliver exceptional results and personalized service.
Thank you for your continued trust and partnership. Should you have any questions or need further assistance, please do not hesitate to reach out.
To see Pat's impressive bio, please click the “Access Your Information Here” box below.
Our Best Always,
Bob
Robert O'Braitis
CEO
Chief Investment Strategist
