As lead for RPA’s Impact Investing Practice, Patrick helps individuals, foundations and corporations use a range of assets to achieve their social impact goals. In addition to advising asset owners on mission-aligned investment strategies, he oversees four customized portfolios of charitable investments including debt, equity, and recoverable grants. Patrick also leads RPA’s impact investing thought leadership including two recent primer guides commissioned by the Bill & Melinda Gates Foundation (Introduction and Strategy & Action) and the 180-page Impact Investing Handbook. https://www.rockpa.org/wp-content/uploads/2020/10/RPA-Impact-Investing-Handbook-1.pdf
Prior to Rockefeller Philanthropy Advisors, Patrick was head trader and investment analyst of Lee Financial’s $900M portfolio. As a professional tennis player, he earned a world doubles ranking of 125 and played in Wimbledon 2008.
Patrick has a B.S. in Industrial Engineering and Operations Research from the University of California, Berkeley and an MBA from Yale’s School of Management. He serves on the board of Briaud Financial Advisors.