Patricia Mac Kenzie, C AI A

Patricia Mac Kenzie, C AI A

Founder And Principal @ Carnegie Advisory Services, LLC

About Patricia Mac Kenzie, C AI A

Patricia Mac Kenzie is the Founder and Principal of Carnegie Advisory Services, LLC, with a strong background in finance and real estate. She has held various consulting roles at major financial institutions and has an extensive educational background, including multiple degrees in finance and quantitative analysis.

Work at Carnegie Advisory Services, LLC

Patricia Mac Kenzie serves as the Founder and Principal at Carnegie Advisory Services, LLC, a position she has held since 2008. Based in Laguna Niguel, California, she has led the firm for 16 years, focusing on providing advisory services in the financial sector. Her extensive experience in investment management and consulting informs her leadership and strategic direction at the firm.

Previous Experience in Real Estate

Prior to her current role, Patricia Mac Kenzie worked as a Licensed Real Estate Salesperson at Douglas Elliman Real Estate from 2015 to 2022. During her seven years in the Greater New York City Area, she developed a strong understanding of real estate markets and client relations, contributing to her overall expertise in financial advisory.

Consulting Background

Patricia has a robust consulting background, having worked at Deutsche Bank and Goldman Sachs. She served as a Consultant at Deutsche Bank from 1996 to 1998 and again in 2001 for a total of approximately three years. Additionally, she was a Consultant at Goldman Sachs from 1998 to 2000. These roles provided her with significant insights into financial operations and investment strategies.

Education and Expertise

Patricia Mac Kenzie has a strong educational foundation in finance and quantitative analysis. She holds an MBA from NYU Stern School of Business and a Bachelor of Science in Real Estate Finance from NYU School of Professional Studies, graduating cum laude. She also studied Quantitative Analysis at St. John's University, where she was the top QA student in her graduating class. Additionally, she pursued continuing studies at Stanford, focusing on technology developments.

Professional Development and Mentorship

Patricia has engaged in professional development through mentorship with a Registered Investment Advisor, gaining insights into managing a long/short hedge fund business. She has also collaborated with co-portfolio managers on a start-up asset management business and worked with a tech entrepreneur on a mobile payment system, showcasing her versatility and commitment to continuous learning in the financial and technology sectors.

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