Patrick is a business partner who serves as Wealth Dimension’s chief compliance officer. He leads and oversees all compliance efforts and regulatory filings for the firm. Patrick brings ten years of legal, compliance, and financial services industry experience across a broad array of subject matters related to registered investment advisers.
Patrick is also the Chief Compliance Officer for Graydon Compliance Solutions, LLC. Previously, he served as Private Funds and Regulatory Compliance Officer for Fort Washington Investment Advisors, Inc.
Patrick earned his J.D. from the University of Cincinnati College of Law. He received his BA magna cum laude from the University of Notre Dame. Patrick carries both the Series 7 and Series 24 securities licenses, and is licensed to practice law in the State of Ohio, Commonwealth of Kentucky, and in the United States District Court, Southern District of Ohio. He is the treasurer of the Cincinnati Bar Association and member of the CBA Executive Committee, as well as the chair of the Budget and Finance Committee. He and his wife Sara are the proud parents of their young daughter, Aislinn Cora, and their dog, Irish.