Back to All People

Patrick Fischbach

Principal

Chicago

Client Advisory

Biography

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.

 

Education

  • Bachelor of Science degree from Loyola University of Chicago’s Quinlan School of Business with concentrations in finance and economics

Highlights

  • Level I Candidate in the Chartered Financial Analyst (CFA®) program

Latest Insights

View All

Patrick Fischbach

Principal

Corporations

Index Funds: Above & Beyond Cost

Due to their ease of use, transparency, and exceptionally low costs, index funds have increasingly become popular with many investors, including those in retirement plans.

Patrick Fischbach

Principal

Corporations

Target-Date Funds: Why Process Matters

The "set it and forget it" design of target-date funds has made them one of the top investment choices for defined contribution plans. But with this popularity comes many questions, How do you select the “right” target-date suite for your plan?

Request an Introduction to Patrick Fischbach

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client Advisory Colleagues

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Dustin Ribergaard's headshot

Dustin Ribergaard

Lead Concierge

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

Book Time Online Now

Where are your liquid assets held?

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Lead Concierge

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Register Now: Q2 2025 Economic & Market Outlook Webinar

May 6, 2025 - Join our Investment Office for a timely webinar exploring recent market volatility, economic uncertainty, and what it means for investors.

Paul Chmielewski

Partner

Estate Planning

10 Ways to Protect the Wealth You Have Built 

May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to…

Ben Pace

Partner & Chief Investment Officer

Economic and Market Outlooks

What’s On Our Minds This Week

May 6, 2025 - Though framed as a global trade policy, the Trump administration’s tariff strategy chiefly targeted China, whose economic fragility and leadership’s sensitivity to national pride may…

Learn about our Privacy Policy

By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.