Portfolio Implementation Specialist

Pamela Tate

About Pamela

Pamela Tate serves as Portfolio Implementation Specialist at Power Wealth Management where she assists in the daily management of portfolios by executing trades, rebalancing and tax loss harvesting. Pam is fascinated with the intricacies of public markets and finds it incredibly rewarding to help clients achieve their financial goals through investing.

Before joining the team at Power Wealth Management, Pam worked as an Equity Trader for a New York City based firm, where she spent her days analyzing financial markets and trading securities. Prior to this Pam was an econometrics and financial engineering consultant to corporate executives as well as a Senior Engineer for The Dow Chemical Company.

Pam is from Baton Rouge, Louisianna where she received a Bachelor of Science in Electrical Engineering from Louisiana State University. Her passion for finance led her to earn a Master of Science in Financial Engineering from the University of Southern California. She currently holds her Series 65 and 57 licenses and is proficient in coding 6 different programming languages.

Pam lives in Johns Creek and enjoys being part of her community. She has four grown children, three daughters who live nearby and a son who is an adventurer. In her free time, Pam enjoys hiking, yoga, spending time with her family, and is most recently taking up the guitar.

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Managing and growing your finances is complex—even in the good times. Power Wealth Management is excited to demonstrate how we can be your fiduciary experts.

Our Office:

2400 Lakeview Parkway, Suite 675
Alpharetta, GA 30009

Phone: (404)-889-8919

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