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Chicago, IL, United States
Pat, a seasoned family office advisory leader at Ernst & Young LLP, has over 25 years of experience in financial services.
He is dedicated to designing and modernizing family offices through process improvement, advanced technology and change management. He delivers tailored solutions that equip families to meet evolving needs and empower them to preserve and grow wealth across generations.
Previously, Pat served as Chief Operating and Compliance Officer at a family-run registered investment advisor that catered to high-net-worth clients. He was also the COO for the Outsourced Chief Investment Officer business at a top global investment manager. In these roles, he gained hands-on experience leading operational processes critical to family office success – client service, finance, data management, technology and talent management.
He has an MBA in Finance and Strategy from University of Michigan, Ross School of Business, and a BS in Accounting from Indiana University, Kelley School of Business.
How Pat is shaping the future with confidence
“As an advisor to family offices, I believe in the power of legacy and the importance of nurturing relationships that transcend generations. My commitment is to empower families to make informed decisions that align with their values and aspirations and to enable them to focus on what they are truly passionate about, whether that’s their operating business, impact investing, philanthropy or simply enjoying quality time with those who matter most.”