Reporting Analyst
Patrick Cotton is a Reporting Analyst at Lake Street Advisors, responsible for the maintenance and production of the firm’s personalized reporting process. Prior to joining Lake Street, Patrick held a position as a Customer Relationship Advocate at Fidelity Investments where he worked closely with clients to execute trades, money transfers, and account maintenance, as well as answer questions related to financial needs and Fidelity/investment products and services.
Patrick graduated from the University of New Hampshire in May 2023, where he earned a dual degree in finance and management with an honors designation. He was also part of the Atkins Investment Group, which is a student run portfolio at the Paul Business School.
He grew up in Sodertalje, Sweden, where he dedicated a lot of time toward playing hockey and studying. He was also a member of the UNH Football Team.
