In September of 2016, Patrick joined Lakeview Capital Partners as the Investment Analyst for Lakeview Institutional Wealth. He is responsible for client performance reporting, manager evaluation and due diligence, asset allocation/cash flow studies in addition to fee analysis, and ad hoc requests. Patrick has worked in the investment industry for over 13 years, working in various capacities within the field.
Prior to joining Lakeview, Patrick worked at Invesco Ltd. as an RFP Specialist. He completed request for proposals and due diligence questionnaires for domestic and international growth strategies. Additionally, he collaborated with team members to assist in completing requests for other strategies.
Patrick previously worked with Carolyn LaRocco at the Atlanta Consulting Group as a Performance Analyst and Investment Analyst in two separate stints with the firm. As a Performance Analyst, he was responsible for account reconciliation, monthly performance scorecards and quarterly client performance reports. As an Investment Analyst, Patrick worked with Carolyn on asset allocation/cash flow studies, fee analysis, manager searches and manager due diligence.
Patrick received a Bachelor of Science in Economics from Radford University and holds the professional designation of Chartered Retirement Plans SpecialistSM.