Patrick is a business partner who serves as Chief Compliance Officer at Wealthquest. He directs the effective integration of the firm’s compliance program, including the creation and implementation of written policies and procedures governing all activities of the adviser. Patrick is senior counsel with Calfee, Halter & Griswold LLP. He brings a wealth of legal, compliance, and financial services industry experience across a broad array of subject matters related to registered investment advisers.
Prior to joining Calfee, Patrick previously served as investment management counsel and chief compliance officer for Graydon Compliance Solutions, LLC, and as private funds and regulatory compliance officer for Fort Washington Investment Advisors, Inc.
Patrick also serves on the board of directors for the National Society of Compliance Professionals, in addition to serving as the co-chair of the NSCP Publications Committee.Patrick earned his J.D. from the University of Cincinnati College of Law (2008). He received his BA magna cum laude from the University of Notre Dame (2005). He is licensed to practice law in the State of Ohio, Commonwealth of Kentucky, and in the United States District Court, Southern District of Ohio.
Patrick is married with a young daughter. When not spending time with his family, he enjoys cycling, swimming, and watching college football.