Patrick Donnelly, CFA, CFP®, is currently the Investment Director, Defined Contribution & Wealth Management at CBIZ Retirement & Investment Solutions. They have extensive experience in the financial industry, having held positions as an Investment Consultant, Lead Portfolio Manager, and Senior Investment Consultant at CBIZ. Prior to joining CBIZ, Patrick worked as an Investment Representative at Fifth Third Securities from 2012 to 2017 and served as a Financial Advisor at Edward Jones from 2011 to 2012. They began their career as a Financial Representative Intern at Northwestern Mutual in 2010. Patrick earned a Bachelor of Business Administration with majors in Finance and Marketing, along with a Certificate in Financial Planning, from Ohio University in 2011.
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