Patrick T. Kelly CFP®
Consultant
Education

BS, Finance, Saint Louis University

Professional Certifications

CERTIFIED FINANCIAL PLANNER™

Personal

Enjoys running, golf, and attending games of his favorite Chicago sports teams

Patrick T. Kelly

As a Consultant, Patrick T. Kelly works with the Directors and Managing Directors of the firm to provide investment, financial planning, tax, and estate advice to wealthy individuals, families and foundations. Prior to joining Altair, Pat worked as a Senior Associate Portfolio Manager at BMO Wealth Management in Chicago.

Pat is an Illinois native and grew up on the southside of Chicago in the Beverly neighborhood. He attended Saint Louis University where he graduated with his degree in Finance. Pat is also a CERTIFIED FINANCIAL PLANNER™ professional.

Pat resides in Chicago’s Wicker Park neighborhood with his wife, Katherine. Outside of the office, Pat enjoys running, golf, and attending games of his favorite Chicago sports teams.