Managing Director, Wealth Advisor
Pat is a Managing Director, Wealth Advisor at Cresset. His work focuses on understanding his clients’ personal and financial goals and tailoring solutions for those unique and specific objectives. A substantial portion of his practice is dedicated to serving founders, entrepreneurs and business owners and Pat has significant experience advising those individuals and their families through meaningful liquidity events. In 2021, Pat was named to the Forbes Top Next-Gen Wealth Advisor list.
Pat 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, Pat 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 private equity, mezzanine and structured product investments across the healthcare, technology and financial services industries. Pat began his career as an investment banker with 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 serves on the Finance Committee of the Francis Xavier Warde School and lives in the Bucktown neighborhood of Chicago with his wife, Jen, and three sons, Connor, Camden and James.