Joseph M. Patane, J.D., LLM, CFP®, AIF®
Vice President, Plancorp, LLC 7/2010 - Present- B.S.B.A., Accounting, St. Louis University, 1975
- J.D., St. Mary's University School of Law, 1978
- LL.M., Master of Laws in Taxation, University of Miami (FL), 1979
- Certified Financial Planner™, Planning Practitioner
- Accredited Investment Fiduciary®, September 2007 - Present
- Attorney at Law, licensed in State of Missouri, 1978 - Present
- Vice President, Plancorp, Inc., 2005 - 7/2010
- Member, Rosin Way Office Park, L.L.C., 2003 - Present
- Member, Reichers Truck Body and Equipment Co., L.L.C., 1998 - 2008
- Member, Reicher's Real Estate Development, L.L.C., 2006 - Present
- Principal, The Patane Company, 1997 - Present
- Member, The Patane Company L.L.C. as Co-General Partner of Clark Station Retail Sarasota L.L.L.P.,2006 - Present
- Chairman of the Advisory Board, Graphic Finishers of America, 1997 - 2006
- Board of Directors, TEMCO, Inc., 1994 - 2006
- Chairman of the Advisory Board, Osage Catfisheries, Inc., 1994 - 2008
- Chairman of the Advisory Board, Sycamore Creek Golf Course, L.L.C., 1994 - 2008
- Advisory Board, WARCO Manufacturing Co., Inc., 2005 - 2007
- Advisory Board, Melton Machine and Control Company, 2000 - Present
- Advisory Board, Shure Manufacturing Corp., 2000 - 2005
- Advisory Board, Shaughnessy-Kiep-Hawe Paper Company, 2000 - Present
- Advisory Board, CTA, Inc., 2010 - Present
- Director/Chairman of the Board/Officer, WARCO Manufacturing Co., Inc. 1999 - 2005
- Trustee of the Employee Stock Ownership Trust/Chairman of the Board/Officer, Metalcraft Enterprises, Inc., 1997 - 2005
- Chairman of the Advisory Board, Phoenix Creative Services, Inc., 1999 - 2004
- Advisory Board, Cope Plastics, Inc., 2002 - 2004
- Advisory Board, Washington Leather and Vinyl, Inc., 1997 - 1999
- Vice Chairman of the Board of Directors, Weisler & Associates, Inc., 1985 - 1997
- President/Chief Executive Officer, Magnet, L.L.C., 1992 - 1996
- Managing Partner, Briegel, Baylard, Patane & Arand, P.C., 1983 - 1991
- East Central College - Adjunct Professor of Accounting, 1984 - 1985
- Associate, Shifrin, Treiman, Barken, Dempsey & Ulrich, 1981 - 1983
- Tax Attorney, Ralston Purina Company, 1979 - 1981
Joe manages the Plancorp, LLC office located in Sarasota, Florida.
Joe has experience in the areas of (i)Employee Stock Ownership (ESOP); (ii) Mergers and Acquisitions; (iii) Management/Ownership Succession Planning; and, (iv) Estate Planning.
Joe has owned and managed several manufacturing companies and has served on numerous Board of Directors and Advisory Boards throughout his career.
Joe enjoys traveling (especially to Italy), golf and other outdoor activities.