![Julian Franklin Patton](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Julian F.
Patton, Jr., is a Portfolio Manager at CAMG Solamere Management LLC.
He performs ongoing due diligence on the investments, analyzing investment and portfolio results.
He has over 10 years of investment management and financial planning experience.
Prior to joining CAMG Solamere Management, Mr. Patton was employed as an Assistant Portfolio Manager by Buckhorn Capital Management LLC, an Associate Financial Planner by PPA Advisory Services, Inc., and Financial Advisor by USAA Financial Planning Services.
Mr. Patton graduated from the University of Georgia with a BS in Consumer Economics with special emphasis in Family Financial Management.
He holds the Certified Financial Planner designation and has been awarded the CFA designation by the CFA Institute.
He is a regular member of the CFA Institute and North Carolina Society of Financial Analysts.
| Sociétés | Poste | Fin |
|---|---|---|
CAMG Solamere Management LLC
 CAMG Solamere Management LLC Investment ManagersFinance Queens Oak constructs portfolios based on the client's specific return objectives and risk tolerance. Generally, clients who have a lower risk tolerance will receive a higher fixed income allocation, and clients who seek higher returns and have a higher risk tolerance will be weighed more heavily in equities. The firm seeks to identify attractive relative and absolute value opportunities that possess catalysts for growth. | Analyst-Equity | 01/05/2018 |
Buckhorn Capital Management LLC
 Buckhorn Capital Management LLC Investment ManagersFinance Buckhorn Capital Management employs an opportunistic investment strategy that is based on a blend of growth and value considerations. They seek to invest in good growth stocks that are trading at attractive prices. The firm avoids sector rotation strategies and instead, focuses on what they refer to as balanced diversification which involves building a broad-based portfolio in which sector weightings are roughly in line with the broader market. Portfolios are typically invested in large-cap common stocks with selected exposure to mid-cap growth companies. Buckhorn's fixed-income strategy focuses on building a portfolio of laddered maturities and diversified issuers in investment grade bonds, either taxable or non-taxable. They do not attempt to speculate on the direction of interest rates or time the markets. The firm typically holds all bonds to maturity. They seek to capture the largest yield to maturity available at purchase. | Gestionnaire de Portefeuille-Actions | 16/10/2013 |
PPA Advisory Services, Inc.
 PPA Advisory Services, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
USAA Financial Planning Services
 USAA Financial Planning Services Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 5 |
|---|---|
Buckhorn Capital Management LLC
Buckhorn Capital Management LLC Investment ManagersFinance Buckhorn Capital Management employs an opportunistic investment strategy that is based on a blend of growth and value considerations. They seek to invest in good growth stocks that are trading at attractive prices. The firm avoids sector rotation strategies and instead, focuses on what they refer to as balanced diversification which involves building a broad-based portfolio in which sector weightings are roughly in line with the broader market. Portfolios are typically invested in large-cap common stocks with selected exposure to mid-cap growth companies. Buckhorn's fixed-income strategy focuses on building a portfolio of laddered maturities and diversified issuers in investment grade bonds, either taxable or non-taxable. They do not attempt to speculate on the direction of interest rates or time the markets. The firm typically holds all bonds to maturity. They seek to capture the largest yield to maturity available at purchase. | Finance |
University of Georgia
 University of Georgia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CAMG Solamere Management LLC
CAMG Solamere Management LLC Investment ManagersFinance Queens Oak constructs portfolios based on the client's specific return objectives and risk tolerance. Generally, clients who have a lower risk tolerance will receive a higher fixed income allocation, and clients who seek higher returns and have a higher risk tolerance will be weighed more heavily in equities. The firm seeks to identify attractive relative and absolute value opportunities that possess catalysts for growth. | Finance |
USAA Financial Planning Services
USAA Financial Planning Services Investment ManagersFinance Provides investment advice | Finance |
PPA Advisory Services, Inc.
PPA Advisory Services, Inc. Investment ManagersFinance Provides investment advice | Finance |
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