![Patrick Regan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Patrick Regan
Head-Equity Investments bei
Cresset Asset Management LLC
Profil
Mr. Patrick R.
Regan, CFA MBA, is a Managing Director & Deputy Chief Investment Officer at Cresset Asset Management LLC.
He advises the team to apply broad financial perspectives and experiences learned from internal research and due diligence work to recommend opportune managers and strategies — one client family at a time.
Mr. Regan was previously employed as a Chief Investment Officer by Meristem Family Wealth LLC, a Director of Manager Research by E*TRADE Group, Inc. (Old), and a Senior Research Analyst by Dain Rauscher, Inc.
He earned a master’s degree in finance from the University of Minnesota, Carlson School of Management and a bachelor’s degree, cum laude, in economics from St. John’s University.
He is a CFA charterholder.
Aktive Positionen von Patrick Regan
| Unternehmen | Position | Beginn |
|---|---|---|
Cresset Asset Management LLC
 Cresset Asset Management LLC Investment ManagersFinance Cresset invests in active and passive solutions and public and private vehicles. The firm optimizes asset allocation decisions based on the client’s goals, not simply market benchmarks. They form an investment committee, which includes senior management and investment managers, to analyze investments on their clients' behalf. Their investment strategies and advice may vary depending on each client's specific financial situation. | Head-Equity Investments | 01.01.2022 |
Ehemalige bekannte Positionen von Patrick Regan
| Unternehmen | Position | Ende |
|---|---|---|
Meristem Family Wealth LLC
 Meristem Family Wealth LLC Investment ManagersFinance Meristem Family Wealth offers broadly diversified investment solutions customized to reflect unique client circumstances. They take a disciplined approach to investment management, with particular attention to risk management, diversified asset allocation, manager selection, tax consequences and fee considerations. When making investment recommendations, the firm takes into account a client’s total financial picture, including assets already owned, assets not managed by Meristem, needs for liquidity, goals and risk tolerance. | Chief Investment Officer | 25.05.2022 |
E*TRADE Group, Inc. (Old)
 E*TRADE Group, Inc. (Old) Internet Software/ServicesTechnology Services Information Retrieval Services | Corporate Officer/Principal | 31.12.2001 |
Dain Rauscher, Inc.
 Dain Rauscher, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | 31.12.1999 |
Ausbildung von Patrick Regan
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
29
Beziehungen ersten Grades
6
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 6 |
|---|---|
Meristem Family Wealth LLC
Meristem Family Wealth LLC Investment ManagersFinance Meristem Family Wealth offers broadly diversified investment solutions customized to reflect unique client circumstances. They take a disciplined approach to investment management, with particular attention to risk management, diversified asset allocation, manager selection, tax consequences and fee considerations. When making investment recommendations, the firm takes into account a client’s total financial picture, including assets already owned, assets not managed by Meristem, needs for liquidity, goals and risk tolerance. | Finance |
St. John's University
 St. John's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
E*TRADE Group, Inc. (Old)
E*TRADE Group, Inc. (Old) Internet Software/ServicesTechnology Services Information Retrieval Services | Technology Services |
Dain Rauscher, Inc.
Dain Rauscher, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
The Curtis L. Carlson School of Management
 The Curtis L. Carlson School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cresset Asset Management LLC
Cresset Asset Management LLC Investment ManagersFinance Cresset invests in active and passive solutions and public and private vehicles. The firm optimizes asset allocation decisions based on the client’s goals, not simply market benchmarks. They form an investment committee, which includes senior management and investment managers, to analyze investments on their clients' behalf. Their investment strategies and advice may vary depending on each client's specific financial situation. | Finance |
