Patrick has been registered since 1998 in the financial services industry and was with Morgan Stanley and Wells Fargo Advisors prior to joining &Partners. Patrick’s areas of specialty are asset management and investment planning. He also has a focus on 401(k) and Cash Balance plans.
He graduated from Loyola University in 1992 with a Master’s Degree (MS) in Industrial Relations. He received his B.A. from Loyola University in Psychology in 1986 where he was honored with an outstanding scholarship award.
Patrick has been an active member of the Rotary Club of Glenview Sunrise since 2009, serving as President in 2022-2023, and oversaw the fundraising committee from 2011-2024. He also was a youth hockey coach from 2009 to 2017, and was a board member for the Epilepsy Foundation of Greater Chicago for 12 years. Patrick was named as one of the Forbes Best-In-State Wealth Advisors* in 2022, 2023, 2024, and 2025.
Patrick resides in Glenview, Illinois with his family.
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 – 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com).
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com).
2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: Forbes.com).
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