Patrick is a Principal in the Chicago office and a member of the Investment Advisory practice. He conducts investment manager due diligence and assists the Retirement Plan Services Group with client committee meetings.
Prior to joining Cerity Partners, Patrick was an Investment Analyst and Investment Operations Manager with Blue Prairie Group. In this role, he conducted in-depth analysis of mutual funds and asset classes and assisted with quarterly client Investment Committee meetings. Additionally, Patrick’s role included managing the Investment Analytics Group’s internal workflows for prospective clients and the firm’s institutional retirement clients.
Patrick earned a Bachelor of Science degree from Loyola University of Chicago’s Quinlan School of Business with concentrations in finance and economics. He is currently a Level I Candidate in the Chartered Financial Analyst (CFA®) program.
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