Patrick Wayland, CPWA®, CRPC™, CEPA®

Experience

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  C. Blair Asset Management

  Jan 1999 - Apr 2002

  Head of Trading, Technology Analyst at Long/Short TMT Hedge Fund
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  Heirloom Capital Management

  May 2002 - Aug 2005

  Senior Technology Analyst and Sector PM at Long/Short Hedge Fund
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  Rockcrest Capital

  Aug 2005 - Mar 2007

  Co-Portfolio Manager at Long/Short Hedge Fund
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  Jefferies Arch Rock Fund

  Mar 2007 - Jan 2008

  Senior Analyst at Long/Short Hedge Fund
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  Merrill Lynch Wealth Management

  Sept 2009 - now

  Senior Financial Advisor, Senior Vice President

  I choose to work at Merrill Lynch Wealth Management for two simple reasons: the resources are second to none, and Charlie Merrill's client-centric focus is still a core value throughout the company. We believe that our ability to leverage the firm's resources to help improve outcomes for our clients is better because of our team's collective experience including positions in investment banking and hedge fund portfolio management spanning 40 years, 4 bear markets and many business cycles.Our Wealth Management practice breaks down into three components: investment consulting, advanced planning, and relationship management. Thoughtful execution across these three lines help us deliver a seamless financial service offering to our family of clients.NMLS ID 579682*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors. Show less