Providing financial advice since 2005 his practice focuses on providing investment management and consulting services to high net worth households, executives, small business owners, entrepreneurs, and investment committees as a fiduciary.

At Oppenheimer & Co. Inc., for 17 years before starting Theta Wealth Partners, Patrick worked as part of a wealth management team and later within branch management of both the Chicago and Minneapolis offices

He is a graduate of De Paul University with a Bachelor of Science in Commerce. He is a CFA charter holder and member of the CFA Institute and the CFA Society of Chicago. He volunteers with the Daniel Murphy Scholarship Fund and enjoys running, golf, chess, traveling, music, and seeing everyone better off for working together with us.

Patrick and his wife live in Frankfort, Illinois with their three children.

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