A Principal and Senior Investment Officer for Leisure Capital Management, Patrick has been working in investment management since 2007. As a member of the firm’s Investment Committee, he is responsible for research across the breadth of the firm’s investment portfolios. He also handles trading and marketing for the firm, and manages numerous client accounts. Patrick earned a bachelor’s degree in economics with an emphasis in accounting from the University of California, Santa Barbara. He holds the Chartered Financial Analyst, Chartered Alternative Investment Analyst, and Chartered SRI Counselor designations. He is also a member of the CFA Institute, the CFA Society of Orange County, and t

Patrick Maxwell
Principal & Senior Investment Officer
Leisure Capital Management
United States, California, Costa Mesa
About Me
Profile Information
Principal & Senior Investment Officer
Leisure Capital Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Costa Mesa
California
United States
Sep 4, 2024
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