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Erich Patten

Erich Patten

Chief Investment Officer and Portfolio Manager at Cutler Investment Counsel LLC

Kirkland, WA , United States

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

OrganizationRoleDate RangeDetails
Cutler Investment GroupChief Investment Officer and Portfolio ManagerMar 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

Investment Management
Investment Strategies
Asset Allocation
Portfolio Management
Investment Advisory
Asset Managment
Wealth Management
Investments
Financial Analysis
Investment Research
Equity Research
Volatility
Alternative Investments
Trading

Others at Cutler Investment Counsel LLC (1)

NameRoleLocation
Matthew Patten
Matthew Patten
Chief Executive Officer/Portfolio ManagerJacksonville, OR , United States