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.
Shawn Patt
Principal
Atala Financial
United States, California, Los Angeles
About Me
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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