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