Patrick Morelli CAIA

Patrick Morelli, CAIA, is a business development professional with over 15 years of experience in the wealth management sector. They currently serve as Vice President at iCapital and maintain the role of Senior Strategic Accounts Manager, RIA at Russell Investments. Previously, Patrick held various positions including Director of Sales at 361 Capital and Managing Director at Redbrick LMD. Patrick is also an Executive Committee Member of the CAIA Association Rocky Mountain Chapter and a Board Member at Rise Infrastructure Partners. They earned an MBA from the University of Colorado and are passionate about helping clients achieve their financial goals.