Principal & Investment Committee Member
Patty joined Silicon Valley Capital Partners as a Principal in June 2019 where she is focused on all aspects of client engagement.
Patty joins SVCP with nearly 15 years in the financial services industry. In her previous role with RBC Wealth Management, she served as a Branch Service Manager where she directed branch administrative functions, managed associate level support and maintained regulatory policies for the local branch.
Prior to moving to the Bay Area in 2010, she was a Series 7 and 66 registered Client Associate with RBC Dain based in Connecticut. Earlier in her career she served as a Marketing Associate for Lazard Asset Management in New York, NY and was a Financial Advisor with American Express where she developed financial plans for clients, helping them achieve their financial goals.
Patty is fluent in both Greek and French and spent six months as a translator for the European Commission based in Brussels, Belgium.
She completed her Bachelor of Science degree in Finance from Bentley College in Waltham, MA.