Patrick Scherer

Patrick Scherer, CFP®, ChFC® is a seasoned wealth management professional currently serving as Senior Vice President and Wealth Advisor at Compound since February 2025. With a robust background in financial planning, Patrick previously held the role of Wealth Manager at CW Advisors, acting as a fiduciary to help clients achieve their financial goals through comprehensive planning and active portfolio management. Patrick's extensive experience also includes serving as Assistant Vice President and Wealth Planner at Wilmington Trust, where personal financial planning and client engagement were paramount. Earlier roles at Citi encompassed both product control analysis and a summer analyst position, providing a strong foundation in finance and risk management. Patrick earned a Bachelor of Science in Economics and Finance from Canisius University and has a history of leadership within team environments, including management at Locust Hill Country Club.