Patrick E. Hogan, CFA®
Director, Family Wealth Advisor
Patrick E. Hogan has been in the investment industry since 1985. Patrick’s primary responsibility with The GB Group is to oversee the various investment strategies we offer and manage our discretionary portfolios. He came to Baird in 2007 after serving for seven years as an Investment Manager with a mid-western trust company where he managed investments for both institutional accounts and high net worth families. He also co-managed an equity-income fund and was responsible for research of external managers. Previously, Patrick spent five years as Director of Mutual Fund Research for A.G. Edwards in St. Louis, MO and was a member of the firm’s Investment Strategy Committee which set the asset allocation guidelines for the firm. Patrick earned his Chartered Financial Analyst® designation (CFA®) in 1996 and is a 1985 graduate of the University of St. Thomas with BA in Business Administration/Finance.
Patrick, a native of Green Bay, resides in his hometown with his wife and two children. He serves on the Investment Committee for the Greater Green Bay Community Foundation and is a member of the Notre Dame Academy basketball coaching staff. Fishing and golf are among the many hobbies Patrick tries to squeeze into his free time.