Portfolio Manager & Investment Advisor
Mr. Pattison joined Iron Gate Global Advisors in October of 2014. He brings a unique skill set to Iron Gate Global that includes extensive knowledge of options, ETFs, technical analysis, risk management, and historical market cycles.
Prior to joining Iron Gate Global Advisors, Mr. Pattison worked for Investools from TD Ameritrade® from 2005 – 2014. His responsibilities included managing a team of associates responsible for providing educational content for TD Ameritrade and TD Ameritrade Institutional. This education included live and recorded workshops, daily webcasts, online courses, videos, and special conferences that were both live and recorded.
Mr. Pattison is best known for being an options expert. Besides the numerous options workshops he has built and delivered, he developed and wrote the Investools® Basic Options and Advanced Options online courses, which have been viewed by tens of thousands of Investools and TD Ameritrade clients.
In addition to developing content, Mr. Pattison is also a sought-after speaker. He has personally delivered content to thousands of people all over the country. He has appeared in conferences with President Bill Clinton, General Colin Powell, T. Boone Pickens, Sam Stovall (Chief Equity Strategist at S&P Capital IQ), and Jeremy Siegel (professor at Wharton School of Business), to name a few.
During his time at Investools from TD Ameritrade, Mr. Pattison educated Registered Investment Advisors (RIAs) on how to implement options into their clients’ portfolios. He has built online courses, webcasts, and live workshops specifically for advisors like himself. This education has helped advisors navigate market volatility for their clients using options. His efforts have been recognized at Investools from TD Ameritrade, and he earned several awards.
Mr. Pattison has been managing portfolios for many years based on methods he teaches individuals. He is excited to bring these same methodologies to the clients of IGGA.
He holds a Bachelor of Science in Business Management from the University of Utah Eccles School of Business.
Mr. Pattison enjoys spending time outdoors with his family. He enjoys fishing, camping, hiking, and coaching his kids’ baseball and football teams.