Torrance, California Office
-
Patrick is Executive Chairman of EP Wealth Advisors.
-
Prior to joining EP Wealth Advisors in 2011, Patrick was Head of Nuveen Global Operations in Chicago and Los Angeles for Nuveen Investments and its affiliates. Previous to this role, Patrick served as Managing Director, Head of Institutional Operations and Administration for Nuveen Investments Institutional Services Group as well as various roles at NWQ Investment Management Company, a Nuveen Investments affiliate. Before joining NWQ in 2000, he was Vice President at Analysis Group, an economic and financial consulting firm.
-
Patrick earned a Bachelor of Science degree in Economics from the Massachusetts Institute of Technology and an MBA from the UCLA Anderson School of Management. Patrick also earned the Chartered Financial Analyst designation in 1995.
-
Patrick is married, has two daughters, and has lived in Hermosa Beach for over 10 years.
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
EP Wealth advisors can help you...
A 529 college savings plan is a simple,...
Providing your kids a college education...