Pat is a Managing Director, Wealth Advisor at Cresset. He advises entrepreneurs, founders and business owners on 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 asset allocation and investments 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. He began his career in the investment banking 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 and active in fundraising efforts for Lurie Children’s Hospital. 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.