Jean-Patrick Mousset, CAIA, CFA, Chapter Executive

Head of Asset Allocation at Banque Transatlantique

Jean-Patrick is Head of Asset Allocation at Banque Transatlantique (BT), the wealth management unit of Credit Mutuel, one of the leading bank in France. He advises private clients on their long-term asset allocation. He also develops the hedge funds advisory practice. Before joining BT, Jean-Patrick spent more than a decade at French bank BNP Paribas, first in Equity Capital Markets, then as Private Equity Senior Advisor and Asset Allocation Advisor in the Wealth Management unit. He began his career as sell-side equity analyst for Abn-Amro Securities and Société Générale CIB. Jean-Patrick holds a master’s degree in Business Administration delivered by Ottawa University and a Maitrise de Sciences de Gestion delivered by Paris-Dauphine University. He is a CFA® charterholder and a CAIA® charterholder.