Patrick Hartmann

Patrick Hartmann, CFP®, EFA®, AIM, is an experienced financial professional currently serving as a Senior Vermögensmanager at Fürstlich Castell’sche Bank since April 2024. Previously, Patrick held various roles at Sparkasse Mainfranken Würzburg from October 2015 to March 2024, including Private Banking Berater, Dozent & Trainer, S-Aktienhändler, and Vermögensmanager. Earlier experience includes positions at Sparkasse Altötting-Mühldorf from September 2007 to September 2015, where roles included Stellvertretender Hauptfilialleiter, Vermögensberater, and Kundenberater. Patrick holds multiple professional certifications in financial planning and investment management, including the CERTIFIED FINANCIAL PLANNER®️ designation and has completed extensive education in finance, culminating in qualifications from institutions such as the Hochschule für Finanzwirtschaft & Management and DVFA Akademie.