Patrick has been advising families, entrepreneurs, endowments and foundations for over 15 years to help preserve and grow their wealth.

Prior to joining Sapient, Patrick worked at The KCP Group at Stifel as an advisor.

Patrick graduated from Indiana University with a bachelor’s degree in Finance and Psychology.

Patrick holds the Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP™) and Chartered Alternative Investment Analyst (CAIA®) certifications.