Patrick joined Waverly Advisors in September 2024 following the acquisition of CenterPoint Wealth Management by Waverly Advisors, LLC. As a Partner and Portfolio Manager at Waverly, Patrick brings over 20 years of experience in investment management and financial analysis. He is a Chartered Financial Analyst® who finds great fulfillment in being part of his clients’ crucial financial decisions and guiding them through complex financial landscapes.
Originally from LaPorte, Indiana, Patrick and his wife have two daughters and currently reside in Carmel, Indiana. In his leisure time, Patrick enjoys reading, watching television, and playing golf.