BS, 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 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. He attended Saint Louis University where he graduated with his degree in Finance. Pat is a CERTIFIED FINANCIAL PLANNER™ and a Certified Private Wealth Advisor® professional.
Pat resides in Chicago’s Beverly neighborhood with his wife, Katherine, along with their daughter. Outside of the office, Pat enjoys running, golf, and attending games of his favorite Chicago sports teams.