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, membership which is offered to the top 150 advisors. In conjunction with the University of Chicago Booth School of Business, Patti recently completed the Certified Private Wealth Advisor® (CPWA®) program, which is designed to help wealth advisors develop specific strategies for high net worth families with the goal of minimizing taxes, accumulating and protecting assets, and maximizing growth and transferring wealth.
The Baum Jackson Investment Group was selected as one of Barron's Top Advisory Teams in 2010, 2011, 2012 and 2013. Patti was named to the Financial Times Top 400 Advisors in 2013, 2014, 2015, 2016 and 2017. In addition, Patti was named to the inaugural Top 100 Women Financial Advisors list in 2014.
Patti earned a Bachelors 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 has completed the US SIF Foundation Course: Fundamentals of Sustainable and Responsible Investment from the Center for Sustainable Investment Education.
Patti is currently on the Board of Overseers for the Baltimore School for the Arts, which strives to be the leading pro-professional arts high school in the country. This school provides talented students with a personally supportive and intellectually challenging environment where rigorous training in the arts combines with a college prep academic education. Patti also serves as the Chair of the Investment Committee and on the Board of Trustees for The Baltimore Community Foundation. The Baltimore Community Foundation is a philanthropic foundation created by and for the people of Greater Baltimore, where many donors join together to make the region they love a better place, today and for future generations.
Patti has been recognized as an Outstanding Leader in Anne Arundel County. She has previously served on several local boards, including the YWCA of Anne Arundel County, The Key School, and Maryland Hall for the Performing Arts.
Patti lives in Severna Park, Maryland. She has four children and five grandchildren, many of whom are in the area.
* Barron's Top 1200 Advisor List
* Forbes/SHOOK State-by-State Top Wealth Advisor - 2018
* Forbes 2017 Top 200 Women Advisors
* Financial Times Top 400 Advisor (2018, 2017, 2016, 2015, 2014, 2013)
* Financial Times Top 100 Women Advisor (2014)