Patrick is responsible for defining and oversight of the investment process at First Ascent Asset Management, a flat-fee outsourced investment management provider for financial advisors.
Prior to First Ascent, Patrick was at Envestnet|PMC where he served in various positions in consulting, product and portfolio management. Most recently, he served as Senior Vice President, Portfolio Management, where he was responsible for developing and managing discretionary portfolios for clients. Throughout his career, his focus has been on working closely with financial advisors to help them meet their clients’ objectives and goals.
Patrick received a BS in Business Administration from the University of Colorado and is a CFA® charterholder.