Investment Strategist

Education and Certifications

  • University of Rochester, Rochester, NY, BS History
  • D’Youville College, Buffalo, NY MS Education
  • CFA Charterholder
  • Chartered Alternative Investment Analyst (CAIA)

Patrick White Thomson, CFA, CAIA, is a Senior Portfolio Manager and Investment Strategist with Holly Street Wealth Advisors. Prior to working for HSWA, Patrick served as the Senior Portfolio Manager with Osher Van de Voorde Investment Management in Pasadena and has worked in the private client groups of three major financial advisory firms.

Patrick has a passion for the markets and is eager to share his enthusiasm with members of the investment community. As a history major, Patrick enjoys learning the long term trends and storylines behind the investment process and is always searching for ways to make the concepts of long term investment more accessible to our clients.

Patrick earned his BS in History from the University of Rochester, NY. He has a MS in Education from D’Youville College in Buffalo. Patrick is a CFA charterholder and member of the Los Angeles Society of Financial Analysts. In addition he also holds the Chartered Alternative Investment Analyst designation and is active with the CAIA Association. Patrick enjoys spending his free time reading, writing, cycling and hiking.

Areas of Expertise

  • Portfolio Creation and Review
  • Fundamental Analysis
  • Client Education

Contact Details

  •  +1 716 368 6095  mobile
  •  +1 626 657 0559 office
  • +1 626 568 2755 fax
Patrick and Sierra Paddleboard

Outside of work, Patrick enjoys spending his time outdoors. He is an eager cyclist, hiker, and paddle boarder. He particularly enjoys  traveling and various adventures with his three children