Patrick Erfort, CFA, is a financial professional currently serving as an Account Vice President in Wealth Management at UBS Financial Services. Previously, Patrick worked as an Analyst at Cate Street Capital from 2011 to 2016. Patrick earned a Bachelor's degree in Economics from the University of Illinois at Urbana-Champaign in 2009. Throughout their career, Patrick has focused on helping high net worth individuals, endowments, and foundations achieve their financial goals.
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