Trusted Advisors
in a Challenging Environment
Patomak Global Partners is a leading financial sector consultancy that applies the insights of senior-level industry experts to advise clients on complex and cutting-edge strategy and risk management challenges.
Strategy &
Advisory
Senior-level advice to identify opportunities, support innovation, and overcome challenges
Risk Management & Compliance
Risk management and compliance services to enhance competitiveness
Litigation Support & Enforcement
Regulatory enforcement and litigation support to offer industry expertise
Our Team
Our work allows our clients to do what they do best: innovate, compete, serve customers, respond to market developments, and maximize profitability. We are financial sector experts and we bring that deep expertise to our clients.
“We approach this work through two lenses: a magnifying glass to scrupulously analyze the details of our clients’ unique circumstances, and a telescope to anticipate trends on the horizon to help position our clients for long-term success.” — Paul Atkins, CEOClients We Serve
- Banks and bank holding companies
- Broker-dealers and trading firms
- Business development companies
- Commodity pool operators
- Commodity trading advisors
- Digital asset market participants
- Exchanges
- Financial market utilities
- Futures commission merchants
- Insurance companies
- Fintechs
- Institutional investors
- Mortgage lenders and servicers
- Private equity funds
- Payments companies
- Publicly traded companies
- Registered investment companies
- Exchange-traded funds
- Mutual funds
- Trade associations
- Transfer agents
- Swap dealers
- Swap execution facilities
- Venture capital funds
Patomak regularly partners with law firms and other professional services firms to seamlessly position our clients for long-term success.
News & Views
What You Should be Thinking About Intellectual Property Risk and Innovation
Innovation is driven by ideas and intellectual property worth billions of dollars. Financial institutions should assess their risk and protect their intellectual property in the same way they maintain cyber security—proactively. Conversely, as financial institutions...
Robert Greene Featured in Article for Carnegie Endowment for International Peace
Robert Greene, Patomak's Vice President & Chief of Staff, was featured this week in an article for the Carnegie Endowment for International Peace where he discussed Southeast Asia's interest in non-dollar financial channels. Mr. Greene points out that,...
Federal Reserve Board Announces Updated Guidelines for Account Access, But Questions Remain
Federal Reserve Board introduces three-tiered review system for access to its payments system. Federally insured banks will on average have less stringent reviews, while nonbanks will receive the most diligence and scrutiny. Despite standardization efforts, regional...
Contact Us
Patomak is singularly focused on providing unparalleled strategic advice from professionals with diverse backgrounds.
Please contact us by phone or complete this form to send us your inquiries, speaking requests, or questions. We will use your contact information solely to communicate with you and will not distribute it for use by any third party.
750 17th Street, NW, Suite 1000
Washington, DC 20006
(202) 862-3920