Patti has been a financial advisor and wealth manager with RBC Wealth Management since 1998. She began her career in 1985 as a financial advisor with Alex. Brown & Sons. Patti is part of RBC’s Private Wealth Group, a select group of advisors serving high-net-worth individuals and institutions. She is a member of the firm’s Senior Consulting Group and has been consistently named to the firm’s Chairman’s Council, offered to RBC’s top 150 advisors.
In conjunction with the University of Chicago Booth School of Business, Patti completed the Certified Private Wealth Advisor (CPWA®) program. This rigorous study helps wealth advisors develop specific strategies for high-net-worth families, with the goal of minimizing taxes, accumulating and protecting assets, maximizing growth of capital, and transferring wealth to the next generation.
Patti earned a bachelor’s degree from Duke University in 1978, graduating summa cum laude, and earning membership to the Phi Beta Kappa honorary society. In 1991, she graduated from the Wharton School Securities Industry Institute program. In addition, she completed the U.S. SIF Foundation Course: Fundamentals of Sustainable and Responsible Investment from the Center for Sustainable Investment Education.
Patti plays an active role in the Baltimore Annapolis community. She is currently on the board of trustees and is vice chair of The Baltimore Community Foundation, where she serves as chair of the Investment Committee. She is also on the board of Overseers and Investment Committee for the Baltimore School for the Arts, which is a leading pre-professional arts high school. In addition, she serves on the board of the Rosa Parks Museum in Montgomery, Alabama.
Patti has been recognized as an outstanding leader in Anne Arundel County. She previously served on several local boards, including the YWCA of Anne Arundel County, The Key School, and Maryland Hall for the Performing Arts.
- Barron’s Top 1200 Advisor List (2018–2020)
- Forbes/SHOOK State-by-State Top Wealth Advisor (2018–2020)
- Forbes Top 200 Women Advisors (2019–2020)
- Financial Times Top 400 Advisor (2013–2020)