Pat is currently responsible for overseeing BCG's carrier due diligence activities. Prior to becoming Principal Emeritus, he was a Principal responsible for overseeing BCG's activities pertaining to negotiating, implementing and finalizing pension risk transfer transactions on behalf of the firm's clients.
Pat started his career as a CPA with Peat, Marwick, Mitchell & Co., CPAs in their Houston office in 1966, then joined the Austin office of KMG Main Hurdman (now KPMG) as Senior Partner overseeing the office's Tax and Financial Services groups. In July 1990, Pat acquired Terminal Funding Co., one of the original US pension risk transfer companies, which merged with BCG in 2003 to form BCG Terminal Funding Co. which was renamed BCG Pension Risk Consultants in 2014 and BCG Pension Risk Consultants | BCG Penbridge in 2020.
Pat's over 50 years of experience in retirement benefits, taxation and financial management services affords him the ability to provide a wide variety of assistance to BCG's pension risk transfer clients.
Pat graduated from the University of Texas at Austin with undergraduate and graduate degrees in accounting.
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