Financial Services >> CEO Interviews >> July 9, 2001

C.e. Patterson – Mackenzie Patterson Inc

C. E. PATTERSON is CEO of MacKenzie Patterson, Inc. He has spent his entire business career in the financial services industry. In 1965, following his graduation from the University of Oregon with a Bachelor of Science degree, he was selected as a junior executive trainee by Merrill Lynch, Pierce, Fenner and Smith, Inc., in New York City; in 1967, he was assigned to Merrill's Oakland, California, office, Mr. Patterson acted as an Account Executive for individual investors through 1971. In 1971, Mr. Patterson joined Eastman Dillon, Union Securities, Inc., with responsibility for Institutional Accounts in San Francisco and Hawaii. Upon the merger of Blyth & Co. with Eastman Dillon, Mr. Patterson was appointed Assistant Manager and then Resident Manager of the firm's Oakland office. He became a Vice President of the firm in 1975. Prior to the founding of the MacKenzie Patterson Group ('MPI') in 1981, Mr. Patterson continued to be associated with major wire houses; his primary responsibility was the counseling of individual clients, but he also was responsible for research and marketing of specialized financial products. As CEO of MPI, Mr. Patterson is responsible for all investment counseling activities, supervising the analysis of investment opportunities for the clients of the firm. MPI acts as the general partner and manager to a number of pooled investment funds. MPI has approximately $100 million of investor assets under its control. Profile
TWST: Could we begin with a historical sketch of MacKenzie Patterson,

Inc., and then an overview?

Mr. Patterson: MacKenzie Patterson is the successor to a company that

was founded back in 1982