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Joseph Francis Patton
Chief Executive Officer at
JP Marvel Investment Advisors LLC
Profile
Mr. Joseph F.
Patton, Jr., is a Chief Executive Officer at JP Marvel Investment Advisors LLC.
He is on the Board of Directors at Woods Hole Oceanographic Institution.
He established the firm in 2007 and has more than four decades of experience in the wealth and investment management industries.
Mr. Patton's past leadership roles include positions with Longwood Investment Advisors and as a Managing Director at UBS PaineWebber Inc.
He received his Bachelor of Arts degree in Economics from the University of Rhode Island.
Joseph Francis Patton active positions
| Companies | Position | Start |
|---|---|---|
JP Marvel Investment Advisors LLC
 JP Marvel Investment Advisors LLC Investment ManagersFinance JP Marvel offers a broad range of investment strategies. The firm combines proven, best-practice fundamentals with a tailored approach to ensure each client gets the most out of their investment. | Chief Executive Officer | 01/05/2007 |
Woods Hole Oceanographic Institution
 Woods Hole Oceanographic Institution Engineering & ConstructionIndustrial Services Provides marine research, engineering and higher education services | Director/Board Member | 22/11/2010 |
Former positions of Joseph Francis Patton
| Companies | Position | End |
|---|---|---|
Longwood Investment Advisors, Inc.
 Longwood Investment Advisors, Inc. Investment ManagersFinance Longwood Investment Advisors provides services to pension and profit sharing plans, charitable organizations, individuals, investment companies, pooled investment vehicles and corporations. They manage separate client-focused equity portfolios and hedge funds. Longwood focuses on the US public equity markets, investing in growth-oriented value stocks of small-cap and mid-cap companies. For their small cap growth portfolios, Longwood invests in companies with market capitalizations between $300 million and $1.3 billion. For their small/mid cap growth portfolios, the firm invests in companies with market capitalizations between $600 million and $4 billion. Longwood employs fundamental analysis with a bottom-up stock picking approach to create their portfolios. The firm benchmarks the performance of their portfolios against the Russell 2000 Growth Index and Russell 2500 Growth Index. They use in-house research to make their investments. Longwood is a GARP manager that invests in a limited number of attractive, high quality growth companies that they project will have above-average growth in earnings and ROE. They look to find companies in the early stages of dynamic change that will result in accelerating earnings growth. Investment decisions are based on one criterion: the price at which they buy the stock must be attractive to its long-term intrinsic value. Longwood conducts fundamental research and places a high priority on accurately assessing the intrinsic value of a business before making investments. Longwood's approach is bottom-up and the basis of their fundamental research comes from three sources: stock chart/valuation screening and experience. | Portfolio Manager-Equities | 30/09/2007 |
US Department of the Navy (District of Columbia)
 US Department of the Navy (District of Columbia) SovereignGovernment Naval service branch of the government | Corporate Officer/Principal | - |
The Capital Markets Co.
 The Capital Markets Co. Miscellaneous Commercial ServicesCommercial Services Operates as a technology and management consulting firm that provides driving digital transformation services for financial industry | Corporate Officer/Principal | - |
Painewebber Group, Inc.
 Painewebber Group, Inc. Investment Banks/BrokersFinance Provides services in connection with the purchase and sale of securities, and option contracts | Portfolio Manager-Equities | - |
Training of Joseph Francis Patton
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
35
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Longwood Investment Advisors, Inc.
Longwood Investment Advisors, Inc. Investment ManagersFinance Longwood Investment Advisors provides services to pension and profit sharing plans, charitable organizations, individuals, investment companies, pooled investment vehicles and corporations. They manage separate client-focused equity portfolios and hedge funds. Longwood focuses on the US public equity markets, investing in growth-oriented value stocks of small-cap and mid-cap companies. For their small cap growth portfolios, Longwood invests in companies with market capitalizations between $300 million and $1.3 billion. For their small/mid cap growth portfolios, the firm invests in companies with market capitalizations between $600 million and $4 billion. Longwood employs fundamental analysis with a bottom-up stock picking approach to create their portfolios. The firm benchmarks the performance of their portfolios against the Russell 2000 Growth Index and Russell 2500 Growth Index. They use in-house research to make their investments. Longwood is a GARP manager that invests in a limited number of attractive, high quality growth companies that they project will have above-average growth in earnings and ROE. They look to find companies in the early stages of dynamic change that will result in accelerating earnings growth. Investment decisions are based on one criterion: the price at which they buy the stock must be attractive to its long-term intrinsic value. Longwood conducts fundamental research and places a high priority on accurately assessing the intrinsic value of a business before making investments. Longwood's approach is bottom-up and the basis of their fundamental research comes from three sources: stock chart/valuation screening and experience. | Finance |
JP Marvel Investment Advisors LLC
JP Marvel Investment Advisors LLC Investment ManagersFinance JP Marvel offers a broad range of investment strategies. The firm combines proven, best-practice fundamentals with a tailored approach to ensure each client gets the most out of their investment. | Finance |
Painewebber Group, Inc.
Painewebber Group, Inc. Investment Banks/BrokersFinance Provides services in connection with the purchase and sale of securities, and option contracts | Finance |
The Capital Markets Co.
The Capital Markets Co. Miscellaneous Commercial ServicesCommercial Services Operates as a technology and management consulting firm that provides driving digital transformation services for financial industry | Commercial Services |
University of Rhode Island
 University of Rhode Island Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
US Department of the Navy (District of Columbia)
US Department of the Navy (District of Columbia) SovereignGovernment Naval service branch of the government | Government |
Woods Hole Oceanographic Institution
Woods Hole Oceanographic Institution Engineering & ConstructionIndustrial Services Provides marine research, engineering and higher education services | Industrial Services |
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