B.S. in Finance, Saint Louis University
CERTIFIED FINANCIAL PLANNER™ certificant
Certified Private Wealth Advisor® consultant
Enjoys running, golf and attending games of his favorite Chicago sports teams
Patrick T. Kelly
As a Senior Consultant, Patrick 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. He graduated from Saint Louis University with a bachelor’s degree in finance and is a CERTIFIED FINANCIAL PLANNER™ certificant and a Certified Private Wealth Advisor® consultant.
He is originally from the southside of Chicago and now resides in Chicago’s Beverly neighborhood with his wife, Katherine, and their daughter.