CHARLES SCAVONE

Charles Scavone, CFA, is the Chief Investment Officer of Patriot Wealth Management, a Registered Investment Advisor. He has over 20 years of experience in the investment management industry. Charles’ focus has been on the implementation and refinement of the firm’s investment process including risk management, regular review of strategic asset allocation and tactical composition of the investment model(s), and management of the Investment Committee.

Charles received a Bachelor of Business Administration degree from Southeastern Louisiana University in 1986 and a Master of Business Administration degree from the University of Houston in 1988. He is a Chartered Financial Analyst (CFA) and a member of the Houston Society of Financial Analysts.

Prior to joining Patriot Wealth Management in 2009, Charles was the Founder of Rock Ridge Capital LP, a Registered Investment Advisor. From 1996-2004 he was a Senior Vice President and Senior Portfolio Manager of AIM Capital Management, Inc. and Managing Director of AIM Alternative Asset Managers, L.P. In addition to managing AIM Alternative Asset Partners I (AIM’s hedge fund), he was responsible for the management of the long/short portfolios of AIM Special Opportunities Funds. He was previously responsible for the management of AIM Constellation Fund and various institutional accounts. Charles joined AIM in 1996 as a Portfolio Manager for AIM Aggressive Growth Fund and AIM Constellation Fund. In 1998, he developed the AIM Special Opportunities Funds on the premise of creating a mutual fund product line that would generate high risk-adjusted returns by incorporating short equity positions and a dynamic hedging program into a traditional long only growth portfolio. With the experience assimilated while running the long/short portfolios of AIM Special Opportunities Funds, he launched AIM’s first hedge fund in 2001. Prior to joining AIM, Charles was an Associate Portfolio Manager at Van Kampen American Capital Asset Management, Inc. (“Van Kampen”) from 1994 to 1996, where he served as Assistant Portfolio Manager of Van Kampen American Capital Emerging Growth Fund. Prior to working at Van Kampen, he worked at Texas Commerce Investment Management Company (“TCIMCo”) in Houston from 1988 to 1994. He served as an Equity Research Analyst and Assistant Portfolio Manager at TCIMCo, where he performed primary fundamental research on growth companies. Before moving into equity research at TCIMCo, he built and managed TCIMCo’s fixed income research department which supported a multibillion dollar corporate bond fund.