Patrick McCormick

Patrick McCormick joined the firm in July of 2019 as a Research Associate and is currently responsible for supporting the investment management team across all strategy research and investment activities.

He takes great pride in seeing clients achieve their investment goals and working with a group of passionate professionals. His favorite saying is, "From little acorns, mighty oaks grow."

He is a Wake Forest University School of Business graduate and is currently enrolled in the Charter Financial Analyst (CFA) Program. When not working, he enjoys playing ice hockey and improving his golf game.