William Patterson

William Patterson is Portfolio Manager and Vice President at Neville, Rodie & Shaw, Inc., a registered investment advisory firm based in New York City. In this capacity, he is responsible for managing investment portfolios for high-net-worth individuals, families, trusts, and institutions, overseeing asset allocation and tailored investment strategies.

At Neville, Rodie & Shaw, Patterson focuses on long-only separate accounts, emphasizing equity and balanced portfolios designed for both taxable and tax-exempt clients, including charitable organizations and retirement plans. He brings over a decade of experience advising on diversified asset classes, including U.S. equities, fixed income, and multi-asset strategies aimed at capital preservation and growth.

Prior to joining Neville, Rodie & Shaw, Patterson was Director and Senior Investment Advisor at Pillar International, and previously served as Director of Wealth Management at GSB Wealth Management. He holds an MBA from the NYU Stern School of Business and a B.A. from Bucknell University, demonstrating expertise in portfolio construction and wealth strategy for private clients and institutions.