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