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Erich Patten
Chief Investment Officer and Portfolio Manager at Cutler Investment Counsel LLC
About
Erich Patten serves as the Chief Investment Officer and Portfolio Manager at Cutler Investment Counsel LLC, where he oversees the firm's investment strategies and portfolio management. Based in Kirkland, WA, he plays a key leadership role in the firm's approach to equity and multi-asset class investment solutions, focusing on portfolio construction, risk management, and client advisory services.
With more than two decades at Cutler Investment Counsel, Erich specializes in large-cap U.S. equities, income-oriented dividend strategies, and diversified asset allocation across equity and fixed income sectors. He actively covers sectors influenced by technological advancement and macroeconomic shifts, including technology and financials, and guides the firm's focus on prudent diversification and rebalancing—particularly as markets adapt to trends like artificial intelligence.
Erich brings a robust academic background to his investment philosophy, holding a Master’s in Public Policy from the University of Chicago and a B.S. in Economics from the Wharton School of the University of Pennsylvania. Over his tenure, he has contributed to shaping Cutler's longstanding dividend-focused investment methodology and is recognized for thought leadership on market topics, risk, and holistic financial planning.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cutler Investment Group | Chief Investment Officer and Portfolio Manager | Mar 2003 to Present | — |
Education
University of Chicago
M.P.P., Public Policy
2001 — 2003
University of Pennsylvania
B.S. Economics, Business
1996 — 2000
Skills & Expertise
Others at Cutler Investment Counsel LLC (1)
| Name | Role | Location |
|---|---|---|
| Chief Executive Officer/Portfolio Manager | Jacksonville, OR , United States |