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. Pat was named to the 2023 Forbes Best-In-State Wealth Advisors 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