As a client portfolio manager, Patrick serves as the firm’s Central and Midwest wholesaler with a primary focus on large advisory channels. Patrick develops key relationships with financial advisors to create new business, provide sales and marketing updates, and share technical details on CCM’s investment products and services. He serves as a liaison between the portfolio management team and clients/prospects to ensure the team’s investment strategies are effectively represented. Patrick also coordinates seminars and other client events for financial advisors and assists clientele with sales and marketing materials, product analysis, and impact and ESG investing educational initiatives.
Biography:
Patrick as over a decade of experience as a wholesaler in the investment management industry. Prior to joining CCM, he worked for Ethic Investing, where he was responsible for introducing Ethic’s sustainable equity SMA solutions and technology platform to the RIA, Family Office, and Institutional markets. He has also been responsible for business development and distribution at Halo Investing, RiverNorth Capital Management, Invesco, and Zacks Investment Management. Patrick graduated from Indiana University and holds FINRA licenses Series 6, 7, 63 and 65. He is a Chartered SRI Counselor – CSRIC®.