William F. Patterson
William joined Neville, Rodie & Shaw in 2021. He manages private client relationships and specializes in portfolio management, and wealth transfer and estate planning. William has extensive experience counseling business owners and ultra high-net-worth families and individuals in the areas of investment management, pre-liquidity event planning, and multi-generational family wealth governance.
William has over 19 years of investment management and fiduciary experience within the private wealth management industry. In addition to working for a private multi-family office asset manager, William previously served as Managing Director of Lebenthal Asset Management and Vice President and Portfolio Manager at BNY Mellon. William began his career with Deutsche Bank Trust Company, N.A., where he provided fiduciary, wealth, and estate planning services to the firm's largest and most complex domestic and international clients.
William is a graduate of Bucknell University, receiving a B.A. in 2006. He also earned a Master of Business Administration (M.B.A.) from New York University's Stern School of Business in 2013. William is a graduate of The New York Bankers' Association Trust & Estate School, as well as The American Bankers' Association National Trust School. William is a former Division 1 athlete and still enjoys swimming and playing both tennis and squash.
Neville, Rodie & Shaw, Inc. | 200 Madison Avenue, 20th Floor | New York, NY 10016 | Phone: 212.725.1440 | Fax: 212.689.8746
