Client Advisory


Patrick is a Senior Associate in the Denver office and a member of the Cerity Partners Public Markets Team, where 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.


  • 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


  • Chartered Financial Analyst®
  • Member of the CFA Institute

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