Patti is a Senior Consultant who works closely with both institutional and private investor clients on investment policy development, asset allocation and portfolio construction, manager search and due diligence, performance evaluation and education. She participates in ACG’s Investment Committee, which establishes the framework for the firm’s investment philosophy and oversees the internal processes used to ultimately make investment recommendations to clients. Patti has over 40 years of experience in the financial services arena, 23 of which were focused on equity market research, including her long tenure as Managing Director of Equity Research for Bank of America.