Joe Patton is the Founder and CEO of J.P. Marvel. He founded the firm in 2007 and has more than five decades of experience in the wealth and investment management industries. Joe’s past leadership roles include positions with Longwood Investment Advisors and PaineWebber. Working closely with many of the firm’s clients, Joe takes pride in providing investment, wealth, and life guidance, and support, to individuals and families at life’s various stages. He is a Trustee of the Corporation of the Woods Hole Oceanographic Institute (WHOI), a Trustee Emeritus at the Brimmer & May School, and an overseer of the Boston Symphony Orchestra. Joe also spearheaded the fundraising for production of the PBS broadcast of Daniel Yergin’s Pulitzer Prize-winning book, “The Prize.” He is a fellow at the Massachusetts Historical Society, and a member of Board Leaders, Inc. Joe served as a lieutenant in the U.S. Navy, in charge of a swift boat during the Vietnam Conflict, and received his bachelor’s degree in Economics from the University of Rhode Island.