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 an Associate Director, Patrick provides investment, financial planning, tax and estate advice to wealthy individuals, families and foundations. He has assisted clients in identifying their long-term goals and creating customized plans to help optimize their financial picture and meet their goals. Patrick’s intentional focus on service and thoughtful advice allows for clients to rest assured that their wealth needs are handled with care and guidance.
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. In addition to his work at Altair, Pat serves the Big Shoulders Fund organization on their Chairman’s Advisory Council and teaches in their Stock Market Program at St. Ethelreda School on Chicago’s southwest side.
Patrick resides in Chicago’s Beverly neighborhood with his wife, Katherine, and their two daughters.