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Patrick N. Sommerfield, CFA

Patrick N. Sommerfield, CFA

President, CIO, Portfolio Manager, Financial Planner

“When I served in the military, I sent money home each month because my family taught me that saving was a good thing to do. My dad began putting this in an IRA for me. When I returned home, Dad showed me the IRA and its growth. I knew right away that this was a job I could enjoy. I’ve always liked to research and learning new things.  I started as an analyst and what attracted me to the industry is the continuous change. What keeps me engaged is the mix of creativity and detective work my job entails. I also love the diverse experiences that we all bring to PJS - It's just fun to work here!  We are a family and I believe our clients sense that the minute we answer the phone.”

Background & Role

As President and Chief Investment Officer, Patrick leads the investment process. His primary responsibilities include screening and analyzing new investments, completing due diligence, evaluating risk, and guiding portfolio construction. With 20 of his 22 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 Mequon, WI, with his wife Rebecca and their two children. In his spare time enjoys spending time with his family, cooking, movies, attending his children’s hockey games, and is an avid music fan attending numerous concerts and outdoor music festivals throughout the year.

Credentials, Memberships & Associations

  • Chartered Financial Analyst (CFA)

Education

  • B.B.A. in Finance, University of Wisconsin – Milwaukee