CoverProfile

Patrick Regan

Managing Director, Deputy Chief Investment Officer

Cresset

United States, Minnesota, Hopkins

About Me

As Managing Director, Deputy CIO, Patrick advises the team to apply broad financial perspectives and experiences learned from internal research and due diligence work to recommend opportune managers and strategies — one client family at a time. Patrick loves how the disciplined aspects of the business often collide with the emotional side of being human. “This job is not about ‘checking boxes’ but having real and honest dialogue, asking the right questions, and using both strategy and creativity to connect with partners, potential partners, and clients.” The Cresset approach to investment analysis manifests itself in the miles and time-zones Patrick and his team travel to, “kick the tires

View more

Profile Information

Managing Director, Deputy Chief Investment Officer

Cresset

Investment Team

Investor

Multi-Family Office

Hopkins

Minnesota

United States

Sep 28, 2024

More profiles to browse

Profile Photo
Sarah E. Burney
Managing Director, Wealth Advisor
Profile Photo
Jon Crow
Regional Managing Director, West Region & President, Cresset Trust Company
Profile Photo
Avy Stein
Founder & Chairman
LO
Lars Okeson
Managing Director & Family Wealth Advisor

You Might Like

TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
BH
Bob Helmer
President Emeritus
Baldwin Wallace University