RUDD INTERNATIONAL, INC.
SARASOTA, FLORIDA

MEET OUR RUDD INTERNATIONAL TEAM Patricia has over 17 years of experience in the financial services industry. She cultivated her broad knowledge of the stock market during her time working for several securities firms on the trading floors of both The Chicago Stock Exchange and The Chicago Board Options Exchange. Patricia is part of the Rudd International investment team. In this role, she assists with investing client funds according to the specified investment model (the core 40) and maintaining proper asset allocations across client portfolios. Patricia is responsible for trades, changes, and updates to the model to meet the needs and objectives of our clients. She oversees the transition of new clients to the firm and regularly communicates with clients regarding administration issues and transaction requests. Myree strives to ensure that each client receives the friendly personalized experience that they deserve. She is our primary telephone contact for incoming calls. She oversees general office operations, is responsible for scheduling appointments, as well as coordinating with the Rudd team to provide a well-structured working environment. Myree supports new client account activity and assists with ongoing client transactions, maintenance, and routine correspondence. She became a part of Rudd International Asset Management team in 2016. Prior to joining Rudd International Asset Management Myree worked for nearly two decades as an estate planning paralegal. She lives with her husband Jules in beautiful Sarasota. Jose joined Rudd International early 2017 after obtaining his Bachelor’s degree in Business Finance from the University of Central Florida and a Master’s also from the University of Central Florida Rosen College of Hospitality Management with a focus on financial and Feasibility studies. Shortly after joining Rudd International Jose completed his Series 65 Examination (Uniform Investment Adviser Law Examination, covers laws, regulations, ethics and topics such as retirement planning, portfolio management strategies and fiduciary responsibilities). As our Assistant Portfolio Manager, Jose helps with data forecasting and uses intrinsic value mathematical analysis (discounted cash flow models) to select companies that meet our stringent tests. Since 1995, Mr. Rudd has managed The Rudd Report website that provides information to readers and students, including copies of Mr. Rudd’s newspaper columns, which now have a circulation that is estimated to be in excess of 6 million readers. The website is visited by approximately 120,000 people each month.