Donald L Haisman, CFP Senior Financial Planner at Carnegie Investment Counsel in Fort Myers, FL.

William F. Patterson
Managing Director

William F. Patterson has 15 years of experience in the wealth management industry. Prior to joining Carnegie, Mr. Patterson was a Managing Director at boutique investment advisory firm. He previously served as Vice President and Portfolio Manager at BNY Mellon Wealth Management. Prior to BNYM, Mr. Patterson was with Deutsche Bank Private Wealth Management and advised UHNW domestic and international private clients, as well as Citigroup-Smith Barney.

Mr. Patterson manages high-net-worth private client relationships and specializes in portfolio management, as well as tactical asset protection and wealth transfer planning. Mr. Patterson has extensive work experience advising multi-generational wealth and with business owners and high-net-worth families and individuals.

Mr. Patterson received a bachelor’s degree from Bucknell University and his MBA from NYU’s Stern School of Business, where he specialized in finance and economics. He is a graduate of The New York Bankers’ Association Trust & Estate School, as well as The American Bankers’ Association National Trust School.

Office: New York