Pat has over thirty years of experience in the financial markets and he holds a finance degree from Purdue University.
As Senior Consultant for Cardea Capital, Pat can help individual investors, endowments and pension plans construct an optimal portfolio for any desired level of risk. Equity and fixed income portfolios managed for clients are broadly and effectively diversified, low cost and structured based upon seventy years of academic research about optimal asset allocation to achieve respectable returns over time while keeping volatility manageable. The portfolios are designed to be for the long-term. Pat and the Account Servicing team at Cardea provide thorough and prompt service to all clients.
Pat is a native of Pittsburgh, Pennsylvania but he has been in the Atlanta area for many years. Pat’s wife, Stephanie, is a cardiac nurse at Emory Health Care and they have two teenage daughters, Suzanne and Ava. Pat enjoys the outdoors and is an avid skier, camper, hiker and canoeist. He also enjoys tennis and likes to read history books and biographies.