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Matthew Patten
Chief Executive Officer/Portfolio Manager at Cutler Investment Counsel LLC
About
Matthew Patten serves as Chief Executive Officer and Portfolio Manager at Cutler Investment Counsel LLC, based in Jacksonville, Oregon. As CEO since 1999, he leads the firm’s overall strategy and directly manages client portfolios, overseeing both the firm’s investment process and client relationships. His role includes setting asset allocation policies and guiding the team’s approach to portfolio construction.
Patten’s expertise centers on public equity and balanced investment strategies, with a particular focus on dividend growth equity and conservative income-oriented portfolios. Under his leadership, the firm specializes in serving institutional clients, high-net-worth individuals, and retirement plan sponsors, maintaining a consistent approach rooted in fundamental analysis and risk management.
He holds an MBA (AXP3) from The University of Chicago Booth School of Business and a Bachelor of Science in Economics and Environmental GeoSciences from Boston College. Patten’s background combining rigorous analytical training and over two decades of investment management experience has established him as a respected figure in the wealth and asset management sector, particularly for clients seeking conservative, disciplined investment solutions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cutler Investment Group | Chief Executive Officer/Portfolio Manager | Sep 1999 to Present | — |
Education
The University of Chicago Booth School of Business
MBA, AXP3
2002 — 2004
Boston College
BS, Economics, Environmental GeoSciences
1994 — 1998
Others at Cutler Investment Counsel LLC (1)
| Name | Role | Location |
|---|---|---|
| Chief Investment Officer and Portfolio Manager | Kirkland, WA , United States |