Background & Role
As President, Chief Investment Officer, Senior Portfolio Manager on the investment committee, Patrick leads the investment process. His primary responsibilities include screening and analyzing new investments, completing due diligence, evaluating risk, and guiding portfolio construction. With 19 of his 21 years’ experience with the firm, Patrick has helped to shape and develop PJS Investment Management by maintaining client relationships and remaining current on markets, forecasts, and strategy. Additionally, Patrick serves as the firm’s Chief Compliance Officer and guides PJS’ Strategic Committee.
Patrick is married and lives in Milwaukee, WI, with his wife Rebecca and their two children. In his spare time enjoys spending time with his family, cooking, movies, volunteering for his children’s hockey club, and is an avid music fan attending numerous concerts and outdoor music festivals throughout the year.
Credentials, Memberships & Associations
• Chartered Financial Analyst (CFA)
• Investment Adviser Certified Compliance Professional® (IACCP®)
• B.B.A. in Finance, University of Wisconsin – Milwaukee