Jordan Park Group
Patrice Phung serves as the Vice President at Jordan Park Group since June 2018, where responsibility includes empowering a community to create a positive impact through enhanced client legacies and lives. Prior to this role, Patrice held positions as an Investment Associate and in Financial Operations at Wetherby Asset Management from August 2014 to May 2018. Earlier experience includes working as an Underwriter Associate at Chubb Insurance from January 2012 to July 2014, focusing on growth and profitability for a book of business through analysis and recommendations. Patrice began the career as a Branch Service Associate. Educationally, Patrice obtained a Bachelor of Arts in Managerial Economics from the University of California, Davis.
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Jordan Park Group
Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies.