Patrick Norton, Partner
Patrick Norton establishes and grows relationships with top tier RIAs, hedge funds, private equity firms, and family offices across the country. He helps these firms better serve their clients by implementing tax-efficient strategies within their portfolios.
Patrick’s experience lies in wealth management and business management, with a specific focus on tax, estate, and retirement planning. Before joining Gideon Strategic Partners, he was an investment analyst at Calvin Klein Studio (Calvin Klein’s Family Office). During his four years there, he principally assisted with investment and tax planning strategies, analyzed personal and business insurance policies, and created financial statements for personal and business operations.
Patrick graduated from the University of Arizona with a Bachelor’s Degree in History and Business Administration. During his time in college, he was a member of the club volleyball team.
As a Los Angeles native, Patrick attended Brentwood High School and continues to stay directly involved with the alumni association. He is a fanatical reader and his love of different cultures has taken him all around the globe. In his spare time, you can find him playing beach volleyball, surfing or spending time with his family.
Patrick maintains the Series 7, 63, 65 securities licenses, and the Life, Accident, and Health insurance licenses.