ABOUT

Patricia Chadwick enjoyed a thirty-year career in the investment business including roles as a research analyst, portfolio manager, director of research, and investment strategist. As a global partner at Invesco, she oversaw the institutional investment business for the firm’s New York operations. She also held the role of chair, Investment Policy Committee, overseeing Invesco’s asset allocation and risk management processes. 

During her tenure in the investment management business, Patricia traveled widely on her firms’ behalf, articulating and defining the firm’s strategy for institutional and individual clients in Europe, Asia, and throughout North America. She also served as her firm’s public spokesperson to a widespread television audience. She appeared frequently on CNBC, Bloomberg, CNN and other business news channels. Today, she is a regular columnist for the Greenwich Sentinel and writes on matters that include economics and politics. Her blogs can be found on the “Chadwick’s Corner” Tab on this site.

Ms. Chadwick began her financial-services career in 1972. Moving to New York City in 1975, she worked at the Ford Foundation from 1976 to 1980 before joining Citicorp Investment Management. In 1988, Citicorp sold that division to USF&G and re-named the entity Chancellor Capital Management. By 1991, Chancellor was an employee-owned asset-management business, where Patricia managed six billion dollars of client assets, including many of the largest and most well-known corporate pension funds, endowments, and foundations. In 1995, Chancellor was acquired by Liechtenstein Global Trust, which was in turn acquired by Invesco in early 1998, at which time Ms. Chadwick became a Global Partner of the firm, overseeing a $15 billion asset business until her retirement at the end of 1999. 

Following her career on Wall Street, Ms. Chadwick served on a number of corporate boards, including Amica Mutual Insurance Company, a leading personal lines insurance company headquartered in Rhode Island, WEC Energy Group, a Wisconsin based utility company, as well as two mutual fund complexes—The Voya Funds and The Royce Funds. In 2004, she was appointed by the SEC to be the independent consultant responsible for selecting independent research for the clients of Credit-Suisse, as part of the firm’s settlement with the SEC and the New York Attorney General’s office. For nearly twenty years, she also served as an expert witness, specializing in matters of investment process, due diligence, portfolio construction and management, as well as stock research. 

In 2016, Patricia co-founded Anchor Health Initiative Corporation, a Connecticut-based not-for-profit health care organization serving the primary and specialty health care needs of the LGBTQ community. She serves as the pro bono chief executive officer of the organization. Under the medical leadership of an infectious disease doctor, and with the benefit of a dedicated pharmacy, the company attends to the medical needs of nearly 4000 patients. More information can be found on the organization’s website: www.anchorhealthct.org 

Patricia is the president of Ravengate Partners LLC, a consulting firm she founded in 1999, dedicated to providing businesses and not-for-profit organizations with education and advice about strategic planning as well as the financial markets. She draws upon her business-management experience, with responsibilities that have spanned client-relationship management, equity-research analysis, portfolio management, and oversight of day-to-day operations. Her business-management skills include strategic planning; financial business planning; staff recruitment and retention; team leadership; training and development. 

She is also active in the not-for-profit world. In 2009. she joined the Board of Trustees of the Bruce Museum in Greenwich, CT, and a year later she chaired the museum’s strategic plan, She then served as the Chair of the Board for three years, followed by more than a dozen years of the treasurer of the organization. Since 2011, she has been a member of the Board of Trustees of the Glimmerglass Festival, where she serves on the Finance Committee and the Executive Committee and chairs the Investment Committee. She is also a trustee of Elon University where she sits on the Investment and the Academic Affairs committees. In Rhode Island, she is on the Board of the United Theatre in Westerly. 

Ms. Chadwick was graduated summa cum laude from Boston University with a B.A. in Economics and is a Chartered Financial Analyst. She lives in Greenwich, CT, with her husband, John. They have two grown children. In her spare time, she is an avid traveler, an opera enthusiast, adores canning in the fall, and enjoys reading memoirs and biographies. In 2019, she published Little Sister, her own memoir about growing up in a religious cult. Her second memoir, Breaking Glass: Tales from the Witch of Wall Street, which details her “growing up” on Wall Street, will be out in May 2024.