EXPERIENCE: Dominic Patterozzi is an Assistant Portfolio Manager who has investment experience working with ultra-high net worth individuals, endowments and foundations dating to 2011 and experience as a REIT analyst since 2012.
EDUCATION: Bachelor's degree in Business Administration-Finance, Winthrop University.
PROFESSIONAL: Level I CFA candidate.
BELIEFS: Dominic believes that through knowledge and discipline, financial peace is possible for all clients. It is my job to educate clients and put the proper plan in place to achieve that financial peace.
"When working with a client, my responsibility is to properly identify their most important financial goals and educate the client on the strategies we put in place to help them reach those goals."
AWAY FROM THE OFFICE: Dominic lives in Maplewood, Mo., with his girlfriend, Jada Twesten, and their dog, Walter. He enjoys all sports and is a fan of the Baltimore Ravens and Orioles. He also enjoys golfing, cooking, trying new restaurants and helping in the community.
ORGANIZATIONS: Dominic assisted with the renovation of Hoppe Park in Edwardsville; volunteers at the St. Louis Humane Society; and is a member of the Regional Business Council of St. Louis Young Professionals Group, the Edwardsville/Glen Carbon Young Professionals and Econ Illinois Young Professionals, as well as an associate member of the St. Louis Sports