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 Asset Management LLC (Cresset) is s a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded in 2017 by Douglas Regan and Jack Ablin. They are a subsidiary of Cresset Capital Management LLC, owned by Cresset Manager LLC. Cresset offers investment advisory and family office services to individuals, high-net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations, other business entities and pooled investment vehicles. | 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 LLC is an independent wealth management firm and registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Charlie Maxwell and Bob Westenberg in 2003. Meristem Family Wealth provides investment management services to individuals and families and their related family partnerships, trusts, estates, charitable organizations, corporations and other business entities. | Chief Investment Officer | 25.05.2022 |
E*TRADE Group, Inc. (Old)
 E*TRADE Group, Inc. (Old) Internet Software/ServicesTechnology Services E*TRADE Group, Inc. (Old) is a company based in Escondido, CA. | Corporate Officer/Principal | 31.12.2001 |
| Dain Rauscher, Inc. | Corporate Officer/Principal | 31.12.1999 |
Ausbildung von Patrick Regan
| The Curtis L. Carlson School of Management | Masters Business Admin |
| St. John's University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Meristem Family Wealth LLC
Meristem Family Wealth LLC Investment ManagersFinance Meristem Family Wealth LLC is an independent wealth management firm and registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Charlie Maxwell and Bob Westenberg in 2003. Meristem Family Wealth provides investment management services to individuals and families and their related family partnerships, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
| Dain Rauscher, Inc. | Finance |
E*TRADE Group, Inc. (Old)
E*TRADE Group, Inc. (Old) Internet Software/ServicesTechnology Services E*TRADE Group, Inc. (Old) is a company based in Escondido, CA. | Technology Services |
Cresset Asset Management LLC
Cresset Asset Management LLC Investment ManagersFinance Cresset Asset Management LLC (Cresset) is s a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded in 2017 by Douglas Regan and Jack Ablin. They are a subsidiary of Cresset Capital Management LLC, owned by Cresset Manager LLC. Cresset offers investment advisory and family office services to individuals, high-net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations, other business entities and pooled investment vehicles. | Finance |
