Eric Patoine, Cpa
About Eric Patoine, Cpa
Eric Patoine is a Tax Manager specializing in generational wealth transfer and charitable planning for affluent clients. He provides expertise in asset protection strategies and advises ultra-high-net-worth individuals on complex financial privacy matters.
Current Role at The Colony Group
Eric Patoine serves as a Tax Manager at The Colony Group, a position he has held since 2020. In this role, he specializes in generational wealth transfer and charitable planning for affluent clients. He provides expertise in asset protection strategies tailored for high-net-worth individuals. His focus includes advising ultra-high-net-worth individuals and their family offices on complex financial privacy matters.
Previous Experience at PwC
Before joining The Colony Group, Eric Patoine worked at PwC as a Senior Associate from 2017 to 2020. During his three years at PwC, he gained experience in tax advisory services, contributing to his expertise in financial matters related to high-net-worth clients.
Experience at Wellington Management
Eric Patoine's career includes a position as a Financial Administrator at Wellington Management, where he worked for six months in 2015 to 2016. This role provided him with foundational experience in the financial services sector, further enhancing his skills in managing client relationships and financial strategies.
Educational Background
Eric Patoine completed his high school education at Thornton Academy, earning a diploma from 2009 to 2013. He then pursued a Bachelor of Science in Business Administration with a focus on Accounting and Finance at Northeastern University from 2013 to 2017. Currently, he is studying at The University of South Dakota Knudson School of Law, where he is expected to earn his Doctor of Law (JD) degree by 2025.