JP Pattinson

Chief Information & Digital Officer

Cleveland, OH

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Work Experience

  • Joined MAI in 2024 as Chief Digital and Technology Officer, where he will oversee the firm’s network and infrastructure, management information systems, applications, and the digital client and advisor experience
  • Previously worked at Merit Financial Advisors where he served in multiple roles including client service, relationship management, 12 years as a wealth advisor, and then spent the past seven years as Merit’s VP of Technology

 

Life Outside of MAI 

  • Involved in the Remember the Fallen charity
  • Enjoys traveling and spending time with his family

 

Education

  • Texas Tech University, Bachelor’s Degree in Personal Financial Planning
  • University of North Texas, Bachelor’s Degree in Financial Services

We look forward to learning about your financial goals.

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