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As the CEO and Chief Investment Officer for STA Wealth Management, Luke Patterson has over 20 years of investment experience, including portfolio management, equity, and debt securities, options, and alternative investments. Over his career, he has represented corporate clients and high net worth individuals and their families in a diverse range of financial transactions. In his roles as STA Wealth Management’s Chief Investment Officer and a member of its investment committee, Luke is responsible for directing the firm’s investment strategy, portfolio management, financial analysis, and research. He focuses on identifying and implementing broad, multi-asset investment opportunities for client investment portfolios. Luke adheres to a disciplined investment strategy centered on conservative principles, effective risk management and capital preservation – all aimed at achieving long-term results for each client. Luke is also the head of our Business Development Department.
Prior to joining STA Wealth Management in 2009, Luke worked at Merrill Lynch, Morgan Stanley and Morgan Keegan & Co. in their private client groups. A native of Houston, Luke graduated from Rice University with an M.B.A. in Finance and from Sam Houston State University with a Bachelor’s Degree in Business. Luke is the co-host of the daily radio program The STA Money Hour and contributes commentary to the firm’s website.