Client Services Staff


Pat Thompson
Senior Wealth Services Associate

Ms. Thompson joined the firm in 1997 and entered the investment management and real estate profession in 1981 working directly for Swiss investors. She works within the Family Office specializing in the support of high-net-worth families.

Pat received her Bachelor of Science in Business Administration with concentrations in Business and Organization from Salem College. She and her husband have two grown sons and are actively involved with their church. She enjoys singing in performing acappella groups and is affiliated with Sweet Adelines International.