JP Pattinson

Examiner
DISC Type : cs

Chief Information and Digital Officer | Managing Director at MAI Capital Management

Dallas-Fort Worth Metroplex, United States

Overview

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.

Personality Overview

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.

Topics They Care 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.
M&A Tech Integration
He views acquisitions as transformational periods and is focused on integrating new firms, like Evoke Advisors, into MAI Capital's technology ecosystem.

Media Appearances

MAI Capital Management Appoints New Chief Financial Officer and Chief Digital and Technology Officer. Featured in The ANSWER Orlando

See Now

MAI Capital Management Appoints New Chief Financial Officer and Chief Digital and Technology Officer. Featured in Business Wire

See Now

Work History

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

Education

2005 - 2008
Bachelor’s Degree from University of North Texas
8-2001 - 5-2005
Bachelor of Applied Science - BASc from Texas Tech University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Dallas-Fort Worth Metroplex, United States Job Level : Leadership Designation : Chief Information and Digital Officer | Managing Director at MAI Capital Management
URL has been copied!

Insights For Selling To JP

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with JP is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from JP

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will JP move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can JP take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And JP

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.