Marc Patterson

Marc Patterson

Marc is a Partner in the Chicago office and has more than twenty years of experience as a global investment manager delivering investment expertise and advisory services to a select group of Founders, CEO’s, and ultra-high net worth families.

Marc specializes in providing strategic advice and services to individuals during both pre and post liquidity stages including start-up, growth equity, private to public transition, and exit. Marc provides clients with personalized solutions including exit planning, pre-liquidity estate and tax planning, venture and private equity investing, portfolio investment and implementation, investment analysis, and asset allocation.

Prior to joining Cerity Partners, Marc worked with Crestone Capital in Colorado, as well as JP Morgan and Morgan Stanley in Chicago. Marc earned his Bachelor of Arts degree from the University of Michigan and his Master of Business Administration, with concentrations in finance, economics and international business from the University of Chicago.

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