Shawn Patt

Shawn Patt


Shawn is a Certified Private Wealth AdvisorĀ® with nearly 20 years of experience, working at RBC Wealth Management, Morgan Stanley & UBS Financial Services. Shawn is also a professor at The Anderson School of Management at UCLA, teaching Personal Finance. Shawn is also an advisor to the Student Investment Fund at UCLA, helping elite students manage a portion of the UCLA Foundation.


  • Master of Business Administration, Finance, UCLA Anderson School of Management
  • Bachelor of Science, Cognitive Science, University of California, Los Angeles


  • Certified Private Wealth AdvisorĀ®

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Debra Shelby

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