Fred Patykewich

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Fred joined Affinity in 2018 after a career spanning more than 30 years of extensive marketing experience. Prior to Affinity, Fred was an independent advisor to corporations in the investment management, health care, spirits and luxury goods industries. He was a Senior Managing Director at Bear Stearns, where he co-founded their wealth management consulting division. Prior to that, he was Co-Head of Oppenheimer & Co./CIBC Oppenheimer’s consulting group, where he built a platform that provided clients globally with diversified, professionally managed portfolios. Earlier, Fred led business development and marketing for Smith Barney, Harris, Upham & Co.’s investment consulting division. Fred began his career in the asset management consulting industry in 1987 at Drexel Burnham Lambert, where he was involved in building one of the first and most robust investment management consulting businesses in the industry. 

Fred is a graduate of Villanova University, where he majored in Business Administration. 

In addition to his corporate responsibilities, Fred devotes time supporting charitable organizations focused on the education of youth all over the world. His outside interests include skiing, scuba diving, and golf.

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Fred joined Affinity in 2018 after a career spanning more than 30 years of extensive marketing experience. Prior to Affinity, Fred was an independent advisor to corporations in the investment management, health care, spirits and luxury goods industries. He was a Senior Managing Director at Bear Stearns, where he co-founded their wealth management consulting division. Prior to that, he was Co-Head of Oppenheimer & Co./CIBC Oppenheimer’s consulting group, where he built a platform that provided clients globally with diversified, professionally managed portfolios. Earlier, Fred led business development and marketing for Smith Barney, Harris, Upham & Co.’s investment consulting division. Fred began his career in the asset management consulting industry in 1987 at Drexel Burnham Lambert, where he was involved in building one of the first and most robust investment management consulting businesses in the industry. 

Fred is a graduate of Villanova University, where he majored in Business Administration. 

In addition to his corporate responsibilities, Fred devotes time supporting charitable organizations focused on the education of youth all over the world. His outside interests include skiing, scuba diving, and golf.