As the head of Institutional Outsourced Chief Investment Officer (OCIO) solutions for Wilmington Trust, Patrick oversees a business dedicated to providing investment advisory services to institutions and nonprofits. Patrick’s team uses their unique experience and knowledge to develop, manage, and serve some of Wilmington Trust’s largest institutional and nonprofit client relationships.
Patrick joined Wilmington Trust in 2023, bringing over 20 years of investment industry experience. His background includes working with both taxable and tax-exempt investors across many market segments, including high-net-worth individuals, family offices, institutions, and nonprofits.
Previously, Patrick spent six years as managing director with Verger Capital Management, an OCIO that exclusively serves the nonprofit endowment and foundation community, where his responsibilities included client development and relationship management. Prior to Verger, Patrick spent over 12 years in various roles with Hirtle Callaghan & Co., another OCIO firm, where he developed and managed relationships with ultra-high-net-worth families and nonprofit institutions. Patrick began his investment career with The Vanguard Group where he held multiple client-facing positions of increasing responsibility during his tenure.
Patrick holds a bachelor’s degree in economics from Washington & Lee University in Lexington, VA, and he is a Certified Financial Planner.
An active supporter of the local nonprofit community, Patrick currently serves as president of the Brandywine Ballet Board of Directors and as a board member for Pioneer Quix Stix, a nonprofit youth lacrosse program. When not working, Patrick enjoys traveling, cooking, Philadelphia sports, and spending time with his wife and their two daughters.
