Pat manages investment portfolios for his clients, offers financial planning services, and interfaces with William Blair Wealth Planning Services professionals for complex planning situations.
Pat achieved his Chartered Market Technician (CMT) designation in 2007. He has been a student of technical analysis since 1992 and he credits two mentors, Louise Yamada and Alan Shaw, two very accomplished market technicians, for encouraging him to earn his CMT designation. To become a CMT, one must successfully complete three levels of a two-year program. As of December 31, 2017, there were more than 9,000 CMTs worldwide, according to Market Technicians Association.
Pat is also a member of the Market Technician's Association and member of the selective American Association of Professional Technical Analysts (AAPTA). There are currently 105 members of the AAPTA in the United States.
In 2005, Pat achieved his CERTIFIED FINANCIAL PLANNER™ designation. The process entailed a rigorous two-year program with five learning modules. The modules included: insurance, tax, retirement, estate, and investment planning.
Before joining William Blair, Pat was a financial advisor with Smith Barney. In 1998, he was appointed vice president, and in 2002 he was appointed first vice president and became a member of the Presidents Council. He began his career in 1982 as a relationship manager with the First National Bank of Chicago, where his responsibilities included assisting clients with their credit and investment needs. His work at the bank emphasized the importance of a high degree of client service—a practice he still adheres to today. Pat earned his bachelor's degree from Millikin University.