Fischoeder, Patrick 2

Patrick A. Fischoeder

Private Client Advisor

Education

Connecticut College, B.A., Economics, Minor in Film and German, 1990

Professional Background

2024-Present
Anchor Capital Advisors LLC

2020-2023
Bernzott Capital Advisors, Director, Business Development & Investor Relations

2019-2020
Project Yosemite, Director, Investor Relations

2014-2018
Rockefeller & Co., Senior Vice President, Client Advisor

2009-2014
Morgan Stanley, Financial Advisor

2006-2009
Bank of America Securities, Senior Relationship Manager Institutional Equities

1991-2006
America’s Growth Capital, Partner, Institutional Equity Sales; Adams Harkness & Hill – Institutional Equity Sales; J.P. Morgan/Hambrecht & Quist – Vice President, Institutional Equity Sales; Keystone Investments, Mutual Fund Wholesaler; The Boston Company – Global Custody Specialist

Other Associations

Epiphany School, Board of Overseers

Ouimet Fund, Board of Directors