ROBERT LOWE

Robert Lowe is a Principal of Patriot Wealth Management, Inc., a Registered Investment Advisor. He has over 14 years of experience in the financial services industry. Since moving back to Houston in 2005, Robert’s focus has been on providing comprehensive financial advisory services to high net-worth individuals and their families. Robert’s planning background includes experience in financial and estate planning, income tax compliance, cash flow management and contingency planning. Additionally, he has been heavily involved with the investment management process for each of his clients, including asset allocation planning and implementation.

Robert received his Bachelor’s degree in Accounting from the University of Texas at Austin. He is a Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), and CERTIFIED FINANCIAL PLANNER™ (CFP). Robert is a member of the CFA Institute and the Houston Society of Financial Analysts.

Prior to becoming a Principal at Patriot Wealth Management in 2007, Robert was CFO of Coalco a private investment group in Zurich, Switzerland and was President of Aton Securities a Russian investment bank in New York, NY. Robert began his career in the Houston office of Deloitte & Touche.