Who Is Baycraft Asset Management?
Patrick Lee founded Baycraft Asset Management to provide thoughtful, imaginative financial adviceand planning unique to your life. He has a broad background in the social sciences and has lived in several countries. Upon leaving academia in 1996, he looked for another career in which he could continue to help others and put his experience as an investor, educator, and advisor to use. Over the course of more than a decade of providing tax and financial advice, he has systematically deepened his knowledge and skills to better advise clients and constantly tracks developments in finance and tax looking for ideas to benefit his clients.
Patrick’s experience as a blue-water sailor in the Atlantic, the Mediterranean, the Southern Ocean, and elsewhere has led him to view financial planning as navigation. You locate your current position, determine your goal, take note of the hazards, and set your course. Along the way, you monitor your position to make sure you are staying on course, check the ever-changing conditions for new hazards, and make appropriate adjustments. Similarly, on-going monitoring, advice, and counsel are the heart of financial planning. In life as in sailing, patience and perseverance lead to success. The weather changes; equipment breaks under stress; exhaustion overtakes you. Having someone along with experience in calm and rough waters to keep you focused on your goals helps get you through to your safe harbor. Patrick holds advanced degrees from several universities, including a Ph.D. from Johns Hopkins University. He also holds several important professional designations--EA, CFP®,CFA®.
* An Enrolled Agent is a federally-authorized tax practitioner who has technical expertise in the field of taxation. A Certified Financial Planner® practitioner has a broad background in all areas of personal finance and has completed a rigorous certification process that includes education, examination, experience, and ethical requirements. A Chartered Financial Analyst® charterholder is an investment specialist who has mastered a rigorous curriculum covering a broad range of investment-related subjects and has the knowledge, professionalism, and integrity you should demand from anyone you trust with your finances. Much more about these designations and their codes of ethics is available at the websites of the National Association of Enrolled Agents, the Certified Financial Planner Board of Standards, and the CFA Institute respectively