Patsy brings 30 years of investment management experience to SEI Huntington Steele. Her experience covers the breadth of investment management sectors, with a heavy emphasis on fixed income, derivatives, and economic analysis. Patsy has spent the last eighteen years focusing on high net worth individuals.
Previously, Patsy was a Managing Director at Bank of America / Montgomery Securities, first in San Francisco and then in Seattle, when she moved there to open the first Washington-based office for Montgomery. Patsy also brings 10 years of fixed income and derivative institutional sales experience with Salomon Brothers.