John Clay Patterson

Chief Executive Officer & Founder at NextCapital Group, Inc.

John Clay Patterson

John Clay Patterson

Chief Executive Officer & Founder at NextCapital Group, Inc.

Biography

Mr. John C. Patterson is a Founder, Chief Executive Officer & Chairman at NextCapital Advisers, Inc. and a Chief Executive Officer at NextCapital Group, Inc. He has been delivering enterprise solutions for the asset management industry for over 20 years.He has a B.S. in Electrical Engineering from the University of Illinois and an M.S. in Computer Engineering from Stanford.

Overview
Career Highlights

Nextcapital Advisers, Inc.
NextCapital Group, Inc.

RelSci Relationships

190

Number of Boards

2

Relationships
RelSci Relationships are individuals John Clay Patterson likely has professional access to. A relationship does not necessarily indicate a personal connection.

President & Founder at NextCapital Group, Inc.

Relationship likelihood: Strong

Co-Founder at NextCapital Group, Inc.

Relationship likelihood: Strong

Founder & Chief Technology Officer at NextCapital Group, Inc.

Relationship likelihood: Strong

General Partner at Route 66 Ventures LLC

Relationship likelihood: Strong

Chief Investment Officer at NextCapital Group, Inc.

Relationship likelihood: Strong

Co-Founder & Managing Partner at Oak HC/FT Management Co. LLC

Relationship likelihood: Strong

Head, Global Technology & Operations at AllianceBernstein LP

Relationship likelihood: Strong

Partner at Oak HC/FT Management Co. LLC

Relationship likelihood: Strong

General Counsel, Chief Operating Officer at NextCapital Group, Inc.

Relationship likelihood: Strong

Vice President of Engineering at NextCapital Group, Inc.

Relationship likelihood: Average

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John Clay Patterson
Chief Executive Officer & Founder at NextCapital Group, Inc.
Education

Stanford University, located between San Francisco and San Jose in the heart of California's Silicon Valley, is one of the world's leading teaching and research universities. Since its opening in 1891, Stanford has been dedicated to finding solutions to big challenges and to preparing students for leadership in a complex world.

Career History
Chief Executive Officer & Founder
1997 - Current

NextCapital Group, Inc. provides personal and objective portfolio management services to investors through our managed accounts, account aggregation powered portfolio dashboard, and wealth forecasting solutions. The company was founded by Robert Foregger, Jon Hagen, John Patterson and Dirk Quayle in 1997 and is headquartered in Chicago, IL.

Founder, Chief Executive Officer & Chairman
2015 - Current

NextCapital Advisers seeks to provide each client with a personalized, objective investment plan that considers the client's preferences, goals, capacity and constraints. Their investment advice process recommends asset allocation models for clients that can and will reference models which may include, but not be limited to, a diversified mix of mutual funds or ETFs, money market securities, and cash/cash equivalents such as FDIC-Insured Deposit Programs, insured up to applicable limits, managed by an Institution or an Institution's affiliate. The firm periodically reviews ETFs, as well as other securities, to identify the most appropriate instruments to fulfill respective asset class mandates suggested by their model portfolios.

Boards & Committees
Founder, Chief Executive Officer & Chairman
2015 - Current

NextCapital Advisers seeks to provide each client with a personalized, objective investment plan that considers the client's preferences, goals, capacity and constraints. Their investment advice process recommends asset allocation models for clients that can and will reference models which may include, but not be limited to, a diversified mix of mutual funds or ETFs, money market securities, and cash/cash equivalents such as FDIC-Insured Deposit Programs, insured up to applicable limits, managed by an Institution or an Institution's affiliate. The firm periodically reviews ETFs, as well as other securities, to identify the most appropriate instruments to fulfill respective asset class mandates suggested by their model portfolios.

Chairman, Board of Directors
Current

NextCapital Group, Inc. provides personal and objective portfolio management services to investors through our managed accounts, account aggregation powered portfolio dashboard, and wealth forecasting solutions. The company was founded by Robert Foregger, Jon Hagen, John Patterson and Dirk Quayle in 1997 and is headquartered in Chicago, IL.

Transactions
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NextCapital Group, Inc. raised money in a private placement transaction

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NextCapital Group, Inc. raised money in a private placement transaction

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NextCapital Group, Inc. raised money in a private placement transaction

Investments
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NextCapital Group, Inc. provides personal and objective portfolio management services to investors through our managed accounts, account aggregation powered portfolio dashboard, and wealth forecasting solutions. The company was founded by Robert Foregger, Jon Hagen, John Patterson and Dirk Quayle in 1997 and is headquartered in Chicago, IL.

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