Patrick is Managing Director and a founding member of the firm. With a broad, multidisciplinary background gained from work experience both here and abroad, he brings a global perspective to Quadrant’s client-aligned approach to wealth management. Following the completion of a History degree at Tulane University, he earned his MBA at the Thunderbird School for International Business. Corporate finance, telecom and media positions in Shanghai, New York, Sydney, San Francisco and Cincinnati prepared Patrick for his role as architect of family wealth planning strategies as well as business management at Quadrant. Due to his prior finance and corporate lending experience, he also assists the investment team with private investment due diligence.
Patrick is Quadrant’s Chief Investment Strategist and manages the firm’s overall investment policy and asset management strategy. A graduate of the University of Notre Dame and an MBA from Xavier University, Patrick has more than 25 years of experience in the investment field gained at LaSalle Bank in Chicago and Gateway Investment Advisors in Cincinnati. From developing investment strategies to managing concentrated equity positions for high net worth investors, his technical expertise and deep knowledge result in recommending practical, yet prudent solutions for our clients. Prior to joining Quadrant, Patrick was CEO of Gateway Investment Advisors, which he successfully grew to $11 billion in assets, and sold to Natixis in 2008.
John is Managing Director and a founding member of the firm. He spearheads client advisory services at Quadrant. Building on a foundation he developed in the asset management, trust and banking sectors, he leads Quadrant’s service team by encouraging a prudent approach while simultaneously ensuring clarity and simplicity for our clients. John graduated cum laude from Vanderbilt University, and subsequently acquired deep expertise from portfolio management and advisory positions held previously at Sanford Bernstein, PNC Bank, and Fifth Third Bank.
Mike is a Managing Director at Quadrant Family Wealth Advisors & Co-Founder of Constellation Wealth Advisors. He has served as a trusted advisor to both family and institutional clients for the past fifteen years, beginning his career at Merrill Lynch and most recently at Oxford Financial Group. Building on those experiences and perspectives, Mike is charged with leading and advancing the Constellation brand in the marketplace. He graduated summa cum laude from Rollins College, with a major in Economics, and received his MBA from The Crummer Graduate School of Business at Rollins College. Mike also earned his CFA charter, and is currently a Level II CAIA candidate.
Emily serves as an analyst on the client service team at Quadrant. She assists the advisory team on all client planning and portfolio work, as well as advises “next generation” clientele. Prior to joining the firm, Emily worked in the development department at the Cincinnati Art Museum. Her experience includes client service, budget administration, research, project management, and strategic communications. Emily holds a certificate in financial planning from the Xavier Leadership Center and a BA in History of Art and Architecture from Miami University.
Adam is responsible for investment due diligence, including manager selection and investment research. Prior to joining Quadrant, Adam acquired over 6 years of experience in the areas of investment research, high net worth individual portfolio management and private company financial analysis with Fifth Third Bank and Great Traditions. Adam graduated magna cum laude from Miami University’s Farmer School of Business with a degree in Finance.
Kevin serves on the client service team at Quadrant. He assists the advisory team on client planning and portfolio work and thoroughly enjoys working with the Quadrant clients.
Kevin graduated cum laude from the University of Cincinnati’s Carl H. Lindner College of Business with a BBA in Accounting and International Business and was a Kolodzik Business Scholar. Kevin also holds a certificate in financial planning from the Xavier Leadership Center and is a Certified Financial Planner™ professional.
Sarah is a client communications administrator at Quadrant Partners. Prior to joining the firm, she gained experience as a logistics associate for Mondelēz International. Sarah graduated from Amherst College with a BA in Economics and Psychology and was a two-time captain of the women’s tennis team.
Cara is the Chief Administrative Officer at Quadrant, in charge of office operations, vendor management, employee relations, and client hospitality. Prior to joining Quadrant, Cara gained fourteen years of experience providing best-in-class experiences and events for professional services clients at Taft Law Firm.