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In March 2023, Patrick joined LCP Institutional as a Senior Investment Analyst. He is responsible for client performance reporting, manager evaluation and due diligence, asset allocation/cash flow studies in addition to fee analysis and other ad hoc requests.
Prior to joining LCP Institutional, Patrick worked in several different capacities from client service associate to investment analyst at various organizations over the last 18 years. Throughout his career, his responsibilities ranged from back office operations including opening new accounts, placing trades, and handling client requests to manager due diligence, asset allocation/cash flow studies, and client performance reporting.
Patrick received a Bachelor of Science in Economics from Radford University.
LCP Institutional, LLC (LCPI) registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940, as amended. More information about the firm can be found in its Form ADV Part 2, which is available upon request by calling 470-326-7920 or by emailing contact@lcpi.com
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