Patrick is a vice president and portfolio manager in Abbot Downing’s Atlanta office. He is responsible for analyzing, developing, and implementing multiple manager asset allocation strategies for Abbot Downing client portfolios.
Patrick joined Abbot Downing in 2010 as client service consultant. Prior to Abbot Downing, Patrick spent seven years at Wells Fargo where he was a Private Bank associate relationship manager and a regional bank private banker.
Patrick earned a master of business administration degree from the University of North Carolina at Chapel Hill’s Kenan-Flagler Business School with concentrations in finance and investment management where he was elected to Beta Gamma Sigma. He graduated with a bachelor of science degree in finance with a minor in computer science from Florida State University.
Patrick holds the designation of Chartered Financial Analyst® (CFA) and has been awarded the Certified Financial Planner® designation. He is also a member of the CFA Society Atlanta.
Patrick lives in Atlanta, Georgia with his wife and three sons.