Patrick D. Thompson

Patrick D. Thompson, CFA, CEPA, CFP®, is a Private Wealth Advisor at UBS Private Wealth Management, specializing in wealth management for business owners and family offices. They began their career with internships at Morgan Stanley and Hartline Investment Corporation before gaining experience at Lake Forest Capital Management. They served as an Associate Portfolio Manager at Northern Trust from 2000 to 2006 and worked as an Associate at Winona Capital Management from 2006 to 2008. Since 2008, they have held the position of Senior Vice President in Wealth Management at UBS. Thompson earned a BA in Economics and an MBA with a focus on Finance, Management & Strategy from Northwestern University.