Pat is a Managing Director, Wealth Advisor at Cresset. He advises entrepreneurs, founders and business owners on public/private market investment strategy, tax planning, trust and estate matters as well as family office formation. He joined Cresset in 2018 as the firm’s fifth wealth advisor and previously managed the Chicago market.
Prior to Cresset, Pat worked for J.P Morgan Private Bank where he advised clients on strategic asset allocation and specific investment opportunities in public and private markets. Before J.P. Morgan, he was a private equity and private credit investor at Baird Capital and Silver Point Capital, respectively. At these firms he was responsible for the analysis, due diligence and execution of equity, mezzanine and structured investments in the Technology and Financial Services sectors. He began his career in the Leveraged Finance group at Goldman Sachs.
Pat graduated summa cum laude from the University of Notre Dame and received his M.B.A from the Kellogg School of Management at Northwestern University.
Outside of Cresset, Pat is on the board of the Wilmette Movie Theatre, active in fundraising efforts for Lurie Children’s Hospital and a member of YPO – Windy City Chapter. He lives in Wilmette, IL with his wife, Jen, and three sons, Connor, Camden and James. He is an avid runner with a personal best of 3:03 in the marathon.