Pat joined West Financial Services in June 2021 and is a portfolio manager responsible for portfolio construction, review, and analysis. He has over ten years of experience in investment management and is a CFA Charterholder.
Pat earned a BS in Finance from UNC-Chapel Hill and an MBA with a focus on Investment Strategy from Carnegie Mellon University – Tepper School of Business. He is a member of the national and Washington, D.C. chapters of the CFA Institute.
Pat is a native Washingtonian who lives in Arlington, Virginia, and enjoys rooting for Washington’s sports teams, particularly the Commanders.
Professional Affiliations/Memberships
Member of National and Washington, D.C., Chapters of the CFA Institute and Washington Association of Money Managers.