DEMITRI PATSILIVAS
Demitri Patsilivas is the Chief Operations Officer at Union Bridge Capital. He oversees business operations and spearheads business development and marketing initiatives. Drawing from 27 years’ experience in the IT Industry, Demitri brings a comprehensive operational perspective to the firm. He champions the firm’s integrated wealth management approach, which combines tax optimization, estate planning, risk mitigation, and investment performance into comprehensive financial strategies.
MY GREATEST STRENGTHS
- Service-oriented leadership – I believe deeply in serving others and supporting my teammates to establish that we never fall short of our clients’ expectations. An old quote guides me: “A man who lives by himself and for himself is likely to be corrupted by the company he keeps.”
- Comprehensive financial perspective – I understand that navigating personal finance requires more than just investment management, which drives my commitment to our integrated wealth management philosophy.
YOU MAY BE SURPRISED TO KNOW
- I’m so convinced of the enormous transformation underway in wealth management due to the advent of Artificial Intelligence and the $72 trillion “great wealth transfer” that I completely changed careers in my mid-fifties.
- Although I joined UBC in 2024, I have been a UBC client since 2002. Leveraging my “client perspective” helped shape the operational improvements I wanted to see at UBC.
PRACTICE FOCUS
- Operations management
- Marketing/Business development
EDUCATION
- JD, University of Pittsburgh School of Law
- Business Degree, Indiana University (Bloomington)
- FINRA Series 6 License
- FINRA Series 65 License
