Patrick Tobin
Principal | Wealth Advisor at Cerity Partners
- Role
- Principal Wealth Advisor at Cerity Partners
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Experience
Principal Wealth Advisor
Dec 2019 — Present · Chicago, IL, US
Cerity Partners is a national, independent wealth and investment management firm. Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals.
Education
University of Wisconsin-Madison
B.A., Economics
2003 — 2007
Skills
- Portfolio Management
- Valuation
- Fixed Income
- Hedge Funds
- Capital Markets
- Equities
- Investments
- Private Equity
- Financial Modeling
- Bloomberg
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