Pat is responsible for building new client relationships. He is a member of Strategic’s ESG Committee, a cross-functional team that directs and coordinates Strategic’s multifaceted ESG solutions and research. He has over 20 years of investment experience, including more than 10 years focused on bringing OCIO services to institutional investors. Most recently, he served as a Managing Director and Head of Outreach at TIFF, where he managed all outreach efforts including member services. He also served on the Management Committee. Prior to that, Pat was the Director of Investment Officers at Hirtle, Callaghan & Co., where he led an 11-member team working with the firm’s largest institutional and high net worth clients. Previously, he served in roles at Goldman Sachs in Private Wealth Management and Gardner Lewis Asset Management.
Pat served seven years as an active duty infantry officer in the U.S. Marine Corps. He holds an M.B.A. in Finance and Economics from the University of Chicago Booth School of Business and a B.S. in Marketing from the University of Virginia.