As Chief Investment Officer, Patrick leads Verum’s investment strategy and portfolio management framework, including asset allocation, manager research, portfolio construction, and risk management. He chairs the firm’s Investment Committee and works closely with Verum’s advisory and investment teams to help ensure client portfolios are guided by a disciplined, research-driven, and long-term investment process.

Patrick brings deep experience across both traditional and alternative asset classes, with particular expertise in investment research, manager due diligence, and portfolio strategy. His work helps support Verum’s broader commitment to delivering sophisticated yet approachable wealth management through a collaborative, team-based model.

Prior to joining Verum, Patrick served as Director of Research at Capital Resource Management, a Chicago-based multi-family office, where he advised approximately two dozen families with diverse financial objectives. In that role, he conducted extensive due diligence across public and private markets, including hedge funds, private market strategies, and traditional asset classes.

Patrick began his investment career as an Equity Research Analyst at Smith Barney. He later worked in investment banking at Alare Capital Securities while earning his MBA in Finance from the W. P. Carey School of Business at Arizona State University. He subsequently served as an Investment Consultant at Northern Trust, advising large corporate clients on their investment programs.

Patrick earned his B.S. in Economics from Pennsylvania State University and holds both the Chartered Financial Analyst^® and Chartered Alternative Investment Analyst^SM designations.

Outside the office, Patrick enjoys spending time with his wife and two sons. He is an avid traveler, enjoys boxing, and is an enthusiastic reader, with a particular interest in the Pacific Theater of World War II, where his grandfather proudly served. He is also a member of the USS North Carolina Battleship Association.