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Matthew Patten

Matthew Patten

Chief Executive Officer/Portfolio Manager at Cutler Investment Counsel LLC

Jacksonville, OR , United States

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

OrganizationRoleDate RangeDetails
Cutler Investment GroupChief Executive Officer/Portfolio ManagerSep 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)

NameRoleLocation
Erich Patten
Erich Patten
Chief Investment Officer and Portfolio ManagerKirkland, WA , United States