Jimmy Patrick

Jimmy Patrick is a Partner and Senior Investment Advisor for Edge Capital. On a daily basis, he helps guide the strategic direction of our firm, build enduring relationships, and serve the unique investment needs of our clients. Jimmy believes that a willingness to listen is paramount to the success of an advisor and works with our team to find creative solutions for our clients’ specific circumstances.

Jimmy appreciates that his role with Edge allows him to travel and meet new people. One of his favorite aspects of working in the industry is the opportunity to learn from our clients, many of whom have been highly successful entrepreneurs. He considers it a privilege to help these individuals and their families achieve their goals and objectives across multiple generations.

Born and raised in Hickory, North Carolina, Jimmy graduated from Episcopal High School in Alexandria, VA in 1984. He received both his Bachelor of Science in Business Administration and a Master of Business Administration from the University of North Carolina at Chapel Hill. He remains an avid Tar Heel fan and loves to attend a variety of sporting events with his friends and family.

Jimmy is an avid fisherman, and loves spending time on the water with his family.

Jimmy has spent the majority of his career in asset management (over 15 years) as Director of Client Development / Relationship Management with Morgan Creek Capital, serving the investment needs of wealthy individuals, foundations, and endowments. He also served as an advisor for high net worth individuals and institutional clients with Lehman Brothers, Credit Suisse, and Sapere Wealth Management.

Outside the office, Jimmy enjoys spending time with his family as well as hunting and exercise. He is also an avid fisherman, who loves nothing more than surf fishing with JT, his five year old son. Jimmy and his wife, Deanna, support the Ronald McDonald House of Chapel Hill, an organization that provides housing and other support services for families of children with serious illnesses. Jimmy is also on the Board of UNC Chapel Hill Libraries.

Jimmy Patrick

Partner - Senior Investment Advisor

Charlotte, NC

919-590-4274

 

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