Before founding Ravengate partners, she served as chief investment strategist at Invesco (1997 – 1999), providing for the firm its official position and recommendations to clients on, not only the financial markets, but also where and how they fit into the U.S. and the global economy.
She traveled widely on her firms’ behalf, articulating and defining her strategy for institutional and individual clients in Europe, Asia, and throughout North America. She served also as her firms’ public spokeswoman to a widespread, indeed global, television audience. She appears frequently on CNBC, and has been a regular blog contributor to CNBC.com. Her blogs can also be found on her website: www.ravengate.com. She has a rare ability to ensure that her viewers come away with a more solid understanding of the investment environment and the economic issues influencing the markets.
Ms. Chadwick can draw also upon her business-management experience, with responsibilities that have spanned client-relationship management, equity-research analysis, portfolio management, as well as actually running a business. Her business-management skills include administrative policy design and implementation; reorganization planning; financial business planning; staff recruitment & retention; team leadership; training & development.
Ms. Chadwick describes herself as, not only a problem-solver, but a strategic thinker, who can break down complex issues into their components, and see forward to synthesize and implement a completely new resolution. This talent has helped her to assume ever-increasing managerial roles during her professional career, as well as to see and to direct the larger strategic pieces surrounding her particular job description at any given time.
She began her financial-services career in 1972, worked at the Ford Foundation from 1976 to 1980, joining Citicorp Investment Management that year. In 1988, the group was sold to USF&G – and re-named Chancellor Capital Management. By 1991, Chancellor was an employee-owned asset-management business, where Ms. Chadwick managed six billion of dollars of client assets, including those of 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 1998. During these years, Ms. Chadwick herself was also ‘acquired’ by her company’s various owners, enlarging and diversifying her own professional responsibilities, culminating in the management of a $15 billion asset business. She retired at the end of 1999 as a Global Partner of Invesco.
Ms. Chadwick also has served since 1992 as a member of the Board of Directors of the AMICA Mutual Insurance Company, a leading personal lines insurance company headquartered in Rhode Island. From 2003 till 2006, she served on the board of Nuclear Electric Insurance Limited, a Bermuda based insurer of nuclear power plants both in the U.S. and in Europe. In 2004, she was appointed by the SEC for a period to be the independent consultant, for a period of five years, 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. That contract expired in October 2009. In January 2006, she was appointed to the board of the ING (now Voya) mutual funds, where she has chaired both the Domestic Equity Investment Review Committee and the International/Bond Investment Review Committee. She also sits on the Compliance Committee, the Contracts Committee and the Governance and Nominating Committee. In June 2006 she joined the board of Wisconsin Energy Corp, where she is a member of the Finance Committee and the Audit Committee. In December 2009, she joined the board of the Royce Funds, a family of funds with assets under management of about $20 billion.
Ms. Chadwick is active in the not-for-profit world. She was elected in June, 2011 as Co-chair of the Bruce Museum in Greenwich CT, and chaired the museum’s strategic plan. Today she is the Treasurer of the organization. She has also served on the board of The United Way of Greenwich, the YWCA, The Stanwich School and The Greenwich Music Festival. In 2011, she was invited to join the board of Glimmerglass Festival, where she serves on the Finance, and Investment Committees. She served for 18 years on the Board of Advisors at St. Aloysius School, a private, co-educational, Catholic school in Harlem. Today she is a mentor to five girls at Our Lady Queen of Angels School in Harlem. In early 2016, she co-founded Anchor Health Initiative, a medical clinic whose mission is to serve the needs of the LGBT community. She is the President and Chief Financial Officer of the organization.
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. They have two adult children. She enjoys travelling with her family, reading biographies, playing tennis, attending the opera in cities around the world, canning and cooking. She has just completed a memoir of growing up in a religious commune.
Patricia Chadwick is founder and president of Ravengate Partners LLC, a consulting firm dedicated to providing businesses and not-for-profit institutions with education and advice about the financial markets and the global economy. As a board member, she brings three decades of managerial and investment experience to the boardroom, where her strength lies in helping to drive decision-making at the corporate level. As an expert witness, she specializes in matters of investment process, due diligence, portfolio construction and management, and stock research.