Patrice B. Shute

Patrice B. Shute

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Ms. Patrice Shute, Vice President & Director of Client Service, joined Haverford in 2014 and has more than 27 years of experience in the financial services industry. As Director of Client Service, Patrice identifies best practices in client satisfaction and oversees the implementation of a variety of tools for her team to provide highly personalized client care.

Education & Certifications

B.A., Economics, Villanova University

FINRA Series 7, 24, 63 and 65

Previous Experience

Vice President of Portfolio Operations Nuveen Investments

Vice President of Advisor Consulting Services Nuveen Investments

Investment Officer Rittenhouse Financial Services

Support Team

Client Service Support Team

Lisa G. Sweeney Portfolio Assistant



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