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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.
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.
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?
Partner & Market Leader
Partner & Practice Leader
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
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