CoverProfile

Patrick Ungashick

Chief Executive Officer

Persium Advisors LLC

United States, Georgia, Atlanta

About Me

Patrick Ungashick is the Chief Executive Officer of Persium, a specialized financial advisory firm that serves three markets: retirement plan committees, owners of closely-held businesses and individual investors. As CEO, his primary role is to create a team at Persium that is focused on meeting clients' needs and exceeding their expectations. In the field of exit planning, for more than twenty-five years Patrick has provided exit advice and solutions to business owners in a wide variety of industries, from as small as several million in revenues to more than half a billion. Patrick is the author of two books helping business owners prepare for exit: Dance in the End Zone: The Business Ow

View more

Profile Information

Chief Executive Officer

Persium Advisors LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Atlanta

Georgia

United States

Oct 13, 2024

Work Experience

NAVIX Consultants

CEO ♦ Business Exit Strategist ♦ Succession Planning
Jan 2009

Dance in the End Zone

Author
Jan 2008

Persium Group

Chief Executive Officer
Mar 2004 - Present
Email: pungashick@persiumgroup.com

More profiles to browse

Profile Photo
Michael Murray
Financial Advisor, Owner
Profile Photo
Stephen Griner
President, Chief Investment Officer & Chief Operating Officer
Profile Photo
Trey Prophater
Owner, Partner

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PG
Patricia Gee
Operations
Manhattan Family Office
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management