Patti Doherty-Garcia

Patti Doherty-Garcia is a seasoned finance professional with extensive experience in trading and portfolio management. Currently serving as a Senior Associate at Diversified Trust since April 2022, Patti has a proven track record in executing billions of dollars in equity trades without errors while at Hays Advisory, LLC, as an Institutional Stock Trader from May 2008 to December 2017. Prior to that, Patti worked as a Portfolio Assistant at LEE DANNER & BASS, INC., from December 2017 to April 2022. Patti's foundational experience began at UBS, where various roles spanned more than a decade, including Stock Plan Administrator and Sales Assistant, among others, highlighting a diverse skill set in operations and client services within the financial sector.