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Robert R. Patterson, MBA, AIFA™

Advisor Richmond, Virginia Area, US

Member Advisory Board, GuideStar and Co-Founder and President, Diogenes Fiduciary Technologies, Inc..

Member Advisory Board, GuideStar and Co-Founder and President, Diogenes Fiduciary Technologies, Inc..

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Involved In

Founder

Diogenes Fiduciary Technologies, Inc.
Global Fiduciary Consulting LC
ASC Advisory Group

Advisor

Family Business Network
GuideStar
International Student House
University of Virginia Darden School of Business

Positions

Member Advisory Board GuideStar May 2013 - present
Co-Founder and President Diogenes Fiduciary Technologies, Inc. May 2013 - present
Founder and Managing Principal Global Fiduciary Consulting LC July 2011 - present
Certified CEFEX Analyst Global Fiduciary Consulting LC July 2011 - present
Guest Speaker Insights 2014 Conference sponsored by fi360 March 2014 - March 2014
Participant - Annual World Competitiveness Yearbook IMD business school 2014 - 2014
Senior Consultant Capital Advisory Group 2007 - 2011
Member, Investment Committee Episcopal Diocese of Washington DC 1985 - 2010
Board, Past President International Student House 1984 - 2010
Co-Founder and Principal ASC Advisory Group 1990 - 2007
Board Committees Family Business Network 1999 - 2006
Assistant Vice President First American Bank 1985 - 1990
Real Estate Consultant Stevens & Company March 1973 - March 1983
Mentor to MBA Student University of Virginia Darden School of Business March 1979 - May 1979

Education

IMD Business School International Finance 1983 - 1984
University of Virginia - Darden Graduate School of Business Administration Business 1980 - 1980
Virginia Military Institute History 1967 - 1971
Avon Old Farms 1965 - 1967

Interested In

Markets of Interest
  • • Enterprise Software
  • • Financial Services
  • • Small Businesses

You Should Know About Me

Key Accomplishments

Significant international experience - IMD (CH)

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David Lohr
We worked together  •  Adjunct Assistant Professor, VCU - da Vinci Center and President & CEO, Navigation Point Advisors LLC.
Knowledgeable, experienced and trustworthy.