As a client portfolio manager, Patrick serves as the firm’s Central and Midwest wholesaler, with a primary focus on large advisory channels. He builds and nurtures key relationships with financial advisors to drive new business, provide sales and marketing updates, and share technical details on CCM’s investment products and services. Patrick also acts as a liaison between the portfolio management team and clients or prospects, ensuring that the team’s investment strategies are effectively communicated. Additionally, he organizes seminars and client events for financial advisors, offering support with sales and marketing materials, product analysis, and educational initiatives on impact investing.
Biography:
Patrick brings over a decade of experience as a wholesaler in the investment management industry. Before joining CCM, he worked for Ethic Investing, where he was responsible for introducing the firm’s sustainable equity SMA solutions and technology platform to the RIA, family office, and institutional markets. He has also held business development and distribution roles at Halo Investing, RiverNorth Capital Management, Invesco, and Zacks Investment Management. Patrick received his B.A. in Psychology and B.S. in Applied Health Sciences from Indiana University and holds FINRA licenses: Series 6, 7, 63 and 65. He is a Chartered SRI Counselor – CSRIC®.