Suggestions
Adam Patterson
Investment Director
Adam Patterson is an investment industry veteran with a diverse background in business development, client service, relationship management, and company research.
He has specialized experience in manager due diligence, fund-of-funds portfolio management, and research coverage across various asset classes including equity, fixed income, hedge funds, private equity, real estate, infrastructure, and natural resources.
Throughout his career, Adam has conducted due diligence on a wide range of investment vehicles such as separate accounts, limited partnerships, mutual funds, collective investment trusts, UCITS, and ICAV vehicles.
He has a strong track record of collaborating with and supporting various allocators, including Endowments and Foundations, Family Offices, OCIO's, Public and Private Retirement Plans, Consultants, and RIAs.
Adam Patterson holds a Master's Degree in Business Administration and a Bachelor's Degree in Business Administration both from Millsaps College Else School of Management.
His previous roles include Client Relations Director at Southeastern Asset Management, Investment Director at MassMutual Financial Group, Investment Consultant and Research Director of Real Estate at Consulting Services Group, LLC, Credit Analyst at Morgan Keegan, and Associate at Mississippi Technology Alliance.