Patricia Pellett

Patricia Pellett is a Client Portfolio Manager at Trajan Wealth LLC based in Scottsdale, Arizona, where she is responsible for managing tailored investment strategies for private clients and ensuring portfolio alignment with clients’ long-term objectives. Her work emphasizes asset allocation, risk management, and client service, with a particular focus on diversified portfolios across equities, fixed income, and alternative investments.

Prior to joining Trajan Wealth, Patricia served as Portfolio Manager at BFSG, LLC and Investment Risk Manager at Franklin Templeton, giving her extensive experience in portfolio analysis, risk assessment, and managing institutional as well as individual assets. These roles have spanned various asset classes and client profiles, further broadening her expertise in public and private markets.

Patricia holds an MBA in Finance from Auburn University, a degree in Accounting from the University of California, Berkeley, and a Bachelor of Science in Management from Humboldt State University. She is also credentialed by the CFA Institute, demonstrating professional excellence in investment management and portfolio construction.