Patrick joined the Atlanta Consulting Group in 2021 as an Investment Analyst. As an analyst, he assists in performing manager due diligence, asset allocation modeling, and producing client deliverables.

Prior to joining ACG, Patrick worked as a Portfolio Administrator at a wealth management firm in College Station, Texas. There, he was a member of the firm’s investment team responsible for portfolio construction, research, and trading.

Patrick earned his Bachelor’s degree from the University of Georgia and his Master’s degree from Virginia Commonwealth University. Also, Patrick has passed all three levels of the CFA Program and may be awarded the charter upon completion of the required work experience.

Originally from Tennessee, Patrick now lives in Atlanta’s Buckhead community. He is an avid golfer and enjoys cycling and reading in his free time.