Patrick Maffett

Patrick K. Maffett, CIMA®, AIF®
Vice President Investment Manager

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

About me

Background

Patrick Maffett is an Investment Manager with Truist Wealth offering clients more than seven years of investment management and financial services experience. He supports his clients by reducing uncertainty, helping address long-term goals, and navigating complex global markets and economic cycles. He serves as a fiduciary investment portfolio manager for high-net-worth clients, trusts, and foundations while specializing in market strategy insights, strategic and tactical asset allocation, open-architecture investing, and long-term investment strategies.

Prior to his current role, Patrick successfully led the team of investment analysts across the southeast and supported multiple books of business for Truist Wealth. Previously, Patrick worked as an investment strategist at a registered investment advisory firm where he led the firm's investment committee and owned the delivery of investment solutions for clients.

Education

Bachelor of Science, Management (with a Certificate in Finance)
Georgia Tech 2009
MBA
Kennesaw State 2017

Personal Interests

Patrick is passionate about serving his community. He is currently a Captain in the Army Reserve and previously served as an active-duty military leader and intelligence officer abroad. Patrick stays engaged across his community northwest of Atlanta where he and his wife, Katie, are raising their two daughters.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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