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Patrick Machell , CFA

Principal

Client Advisory

Biography

Patrick is a Principal in the Denver office and a member of the Cerity Partners OCIO Public Markets Team. Within this role, he assists with investment sourcing, manager due diligence, and market research and analysis.

Before joining Cerity Partners, Patrick was a Director at Agility. He began his career at Agility immediately after completing graduate school, where he initially served as an intern with the Public Markets Team. As an undergraduate, Patrick interned at IPS Strategic Capital, where he contributed to investment research and supported new business development initiatives for the firm’s mutual fund.

Outside the office, Pat enjoys skiing, fly fishing, playing golf, and spending time with friends and family.

Learn more about Cerity Partners OCIO.

Education

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

Highlights

  • Chartered Financial Analyst®
  • Member of the CFA Institute

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By submitting the form, 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.