PAT NEVINS – Regional Vice President
Most recently, Pat served as an Adviser Consultant working with Advisers of all backgrounds in Arizona & Utah to develop and implement investment solutions in many different forms (Mutual Funds, ETF’s, SMA’S & Models), as well as provide them assistance in key areas like growing & protecting their book of business. Pat also worked at Columbia Threadneedle Investments. In an effort to put himself in his clients’ shoes, Pat has successfully passed the education requirements to become a Certified Financial Planner (CFP) and is a current CFA Level 1 Candidate.
As an individual who grew up on the East Coast (Boston) Pat brings with him a love of Ice Hockey, a love of being by the water, and an extremely average golf game. Mr. Nevins currently resides in Scottsdale, Arizona.