Donna Patton

IT Manager, Information Security Officer at Green Investment Management, Inc.

Donna Patton

Donna Patton

IT Manager, Information Security Officer at Green Investment Management, Inc.

Biography

Donna has been with GIM since 1998 and currently serves as IT Manager. She’s witnessed first-hand the tremendous advancements in computer technology. She and her husband, Bobby, have been married for over 43 years and have two sons and two adorable granddaughters.

Overview
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Founder, President & Chief Executive Officer at Green Investment Management, Inc.

Relationship likelihood: Strong

Director of Operations at Green Investment Management, Inc.

Relationship likelihood: Strong

Chief Compliance Officer at Green Investment Management, Inc.

Relationship likelihood: Strong

Regional Vice President of Sales at Green Investment Management, Inc.

Relationship likelihood: Average

Former Director-Operations at Green Investment Management, Inc.

Relationship likelihood: Average

Portfolio Administrator/New Accounts at Green Investment Management, Inc.

Relationship likelihood: Average

Former Executive Vice President of Sales & Marketing at Green Investment Management, Inc.

Relationship likelihood: Average

Former Trader at Green Investment Management, Inc.

Relationship likelihood: Average

Advertising Specialist at Green Investment Management, Inc.

Relationship likelihood: Average

Former Relationship Manager at Green Investment Management, Inc.

Relationship likelihood: Average

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Donna Patton
IT Manager, Information Security Officer at Green Investment Management, Inc.
Career History
IT Manager, Information Security Officer
1998 - Current

Green Investment Management (GIM) employs portfolio strategies based on broad asset class diversification consistent with Modern Portfolio Theory. GIM offers two different investment styles with multiple allocation options within each: Guardian Allocations and Opportunity Allocations. Both styles employ disciplined asset allocation strategies that intend to reduce risk through diversification and provide potential for long-term growth. Both styles also periodically reposition assets to correspond with changing market and economic conditions. Each allocation has its own defined parameters that dictate maximum and minimum amounts in each asset class.Guardian allocations utilize GIM's active/defensive style. This strategy seeks to minimize portfolio loss during bear markets and to provide risk adjusted returns that meet or exceed the returns of similarly allocated passive managers. Guardian allocations range from the very conservative Fixed Income to the more aggressive Sector and Country allocations. Guardian allocations are designed for investors who place more emphasis on their desire for principal preservation.GIM's Opportunity allocation style is designed for clients wanting to participate in capital appreciation opportunities available in the financial markets through a diversified portfolio. Opportunity allocations utilize an active/diversified style that seeks to provide risk adjusted returns that meet or exceed similarly allocated passive managers. Within this style, GIM monitors the market and positions the portfolio to best take advantage of opportunities that exist within the risk parameters of the specific allocation selected.The firm also offers an ETF program, a mutual fund program and a variable annuity program.

Other Affiliations

Donna Patton is affiliated with Green Investment Management, Inc.

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