JP Pattinson in

JP Pattinson

Examiner · DISC type cs
Chief Information and Digital Officer | Managing Director at MAI Capital Management
📍 Dallas-Fort Worth Metroplex, United States

JP Pattinson is the Chief Digital and Technology Officer at MAI Capital, where he leads the firms technology strategy and enhances the digital experience for clients and advisors. His background uniquely blends over a decade of wealth advisory experience with technology leadership, holding a Bachelors Degree in Financial Services from the University of North Texas.

Outside of work, JP prioritizes time with his wife, Leslie, and their daughter, Brynn. He is an avid outdoorsman who enjoys fishing and hunting. He also loves to travel with his family, and they are often planning their next adventure while still on their current one.

His unique career path, transitioning from a 12-year tenure as a wealth advisor to a technology executive, gives him a distinct perspective on financial technology.

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Experience
20 Years
Current Role
Chief Information and Digital Officer | Managing Director
Job Level
Leadership
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

How JP shows up

Process Oriented
Status Quo Seeker
Unexpressive

Being observant comes to them naturally. They are always well-planned and adopt a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics JP cares about

WealthTech Strategy
He leads the digital and tech strategy at MAI Capital and frequently discusses the trends and technologies reshaping financial advice, including #WealthTech and #RIAfintech.
Advisor & Client Experience
A core focus of his role is overseeing the digital client and advisor experience, shaped by his previous 12 years as a wealth advisor.
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Career

Work history

10-2025
Chief Information and Digital Officer | Managing Director
MAI Capital Management
9-2024 - 12-2025
Chief Digital and Technology Officer | Managing Director
MAI Capital Management
5-2005 - 8-2024
Vice President of Technology | Partner | Wealth Manager
Merit Financial Advisors
5-2005 - 8-2024
Partner, Regional Director of Operations
Merit Financial Group - Botsford Private Wealth Division
In the press

Media appearances

MAI Capital Management Appoints New Chief Financial Officer and Chief Digital and Technology Officer. Featured in The ANSWER Orlando
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MAI Capital Management Appoints New Chief Financial Officer and Chief Digital and Technology Officer. Featured in Business Wire
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Education
2005 - 2008
Bachelor’s Degree
University of North Texas
8-2001 - 5-2005
Bachelor of Applied Science - BASc
Texas Tech University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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