Patrick T. Kelly CFP®, CPWA®
Senior Consultant
Education

B.S. in Finance, Saint Louis University

Professional Certifications

CERTIFIED FINANCIAL PLANNER™ certificant
Certified Private Wealth Advisor® consultant

Personal

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.

Pat graduated from Saint Louis University with a Bachelor of Science in Finance. HE is a CERTIFIED FINANCIAL PLANNER™ and a Certified Private Wealth Advisor® professional.

Pat is originally from the southside of Chicago and currently resides in Chicago’s Beverly neighborhood with his wife, Katherine, and their daughter.