Client Advisory

Biography

Patrick is a Senior Principal in the Denver office, where he manages Real Assets portfolios for Cerity Partners clients. In addition to portfolio management, Patrick is actively involved in sourcing, due diligence, and monitoring investments across real asset sectors and is a member of the Cerity Partners OCIO Investment Committee.

Prior to joining Cerity Partners, Patrick applied his skills in a similar capacity as a Managing Director at Agility. Prior to joining Agility, Pat was as a member of the Investment Team at Mantucket Capital, where he evaluated and conducted due diligence for acquisitions, recapitalizations, growth equity, and specialty financing across numerous industries.

Outside of the office, Pat enjoys spending time with his wife and their two Labradors, playing golf, traveling, and skiing.

Education

  • MBA from the Daniels College of Business at the University of Denver
  • B.S. in Business Administration in Finance from the Daniels College of Business at the University of Denver

Highlights

  • Chartered Financial Analyst®
  • Founder and current member of the University of Denver Rugby Football Club Board
  • Represents Cerity Partners OCIO clients on multiple Limited Partner Advisory Boards

Connect with Patrick

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