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Shawn Patt

Principal

Atala Financial

United States, California, Los Angeles

About Me

Shawn is a Certified Private Wealth Advisor® with nearly 20 years of experience, working at RBC Wealth Management, Morgan Stanley & UBS Financial Services. Shawn is also a professor at The Anderson School of Management at UCLA, teaching Personal Finance. Shawn is also an advisor to the Student Investment Fund at UCLA, helping elite students manage a portion of the UCLA foundation.

Profile Information

Principal

Atala Financial

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Los Angeles

California

United States

Jan 9, 2025

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