Managing Director, Wealth Advisor
Patrick is a Managing Director, Wealth Advisor at Cresset. His work focuses on constructing and managing investment portfolios to meet the unique and specific goals of his clients. A significant amount of his time is spent with entrepreneurs and private business owners as well as private equity, hedge fund and proprietary trading professionals. Patrick was named to the 2021 Forbes Top Next-Gen Wealth Advisor list.
Patrick previously worked for J.P Morgan Private Bank’s ultra high net worth group where he advised clients on strategic asset allocation decisions as well as specific investment opportunities across public and private markets. Prior to J.P. Morgan, Patrick was an investor in private companies with Baird Capital and Silver Point Capital where he was responsible for the analysis, due diligence and execution of numerous private equity, mezzanine and structured product investments across the healthcare, technology and financial services industries. Patrick began his career as an investment banker with Goldman Sachs.
Patrick 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. He lives in the Bucktown neighborhood of Chicago with his wife, Jen, and son, Connor.