CoverProfile

Patrick Fisher

Partner and Senior Consultant

BilkeyKatz Investment Consultants Inc

United States, Pennsylvania, Pittsburgh

About Me

Patrick Fisher, CFA, CAIA, current Partner and Senior Consultant, brings experience gained at a number of positions prior to joining BilkeyKatz. His investment career began in the Trust Department of Mellon Bank. As he worked toward an MBA, a professor referred Pat to Yanni Partners, where he was eventually promoted to Senior Consultant. From there, he went to the wealth management business at Schneider Downs as an Investment Relationship Manager, before coming to BilkeyKatz in 2012. Pat received his bachelor’s degrees in Accounting and English from West Virginia University and his MBA from Duquesne University. Pat has earned the Chartered Financial Analyst and Chartered Alternative Inves

View more

Profile Information

Partner and Senior Consultant

BilkeyKatz Investment Consultants Inc

Investment Team

Investor

Consultant

Pittsburgh

Pennsylvania

United States

Aug 7, 2024

More profiles to browse

JK
Jerry Katz
Senior Consultant and Co-founder
TB
Terry Bilkey
Senior Consultant and Founder
Profile Photo
Darrin Duda
Partner, Principal & Senior Consultant

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BW
Bill Wood
Managing Member, Principal
Nova R Wealth