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Patrick Tobin, CFP®

Principal

Chicago

Client Advisory

Biography

Patrick is a Principal based in the Chicago office and a member of the firm’s Investment Advisory Practice. He works with high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations to deliver investment and wealth management services. He has over twelve years of experience in financial services.

Prior to joining the firm, Patrick spent the past ten years within investment distribution and institutional sales. Most recently, he was the National Sales Manager for Nicholas Funds, a boutique mutual fund family. Prior to that, he was a wholesaler for SilverPepper Funds, a startup alternative investment firm. He also worked for seven years at Goldman Sachs – two years as an investment consultant working with independent financial advisors and five years as a client relationship manager working with treasurers of Fortune 500 and multi-national corporations.

Education

  • B.A. in Economics, University of Wisconsin-Madison

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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