Patrick Rassi, CFA, CAIA, is a Senior Portfolio Manager at Central Bank & Trust Co., where they set and maintain the investment philosophy and strategy while advising clients on custom portfolios. Previously, they served as a Senior Due Diligence Analyst at Raymond James Financial Inc., where they contributed to the growth of assets under management significantly. Rassi began their career at Morgan Keegan & Company, where they were the First Vice President and Senior Due Diligence Analyst, performing comprehensive manager searches and due diligence. Rassi holds a Master’s degree in Business Administration with an emphasis in Finance and Investments from The University of Memphis and a Bachelor of Science in Electrical Engineering from the University of Kentucky.
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