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Patrick Maxwell

Principal & Senior Investment Officer

Leisure Capital Management

United States, California, Costa Mesa

About Me

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

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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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