Patrick Patin, Cfa Email & Phone Number

Pat is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. Pat’s mission is to provide every client with targeted, comprehensive financial advice and portfolio management – delivered with the highest level of personal service and professional integrity.Earlier in his career, he worked in corporate finance at General Motors. He graduated with High Honors from Michigan State University with a degree in Finance. He also earned the Chartered Financial Analyst (CFA) designation and is an active member of the CFA Institute and CFA Society of Detroit. One of the highest distinctions in the investment management profession – the CFA designation is recognized as a definitive standard for measuring competence and integrity in the fields of portfolio management and investment analysis.Pat strives to help each one of our clients plan for a financial future in a way that best meets his or her goals. Away from the office, he also enjoys playing ice hockey, running, and reading. Pat and his wife live in South Lyon, MI with their dog, Mia. July 2022 brought the exciting addition of a little boy to their family.Investment advisory and financial planning services offered through Summit Financial, LLC., (“Summit”), a SEC Registered Investment Advisor doing business as Great Lakes Private Wealth. (Address: 27555 Executive Drive, Ste 190, Farmington Hills, MI 48331-3550; Telephone: 248-479-4811). The views and opinions expressed on this page are solely those of the author and should not be attributed to Summit. Neither the Advisor or Summit are affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Any non-Summit URLs or external websites mentioned on LinkedIn are unaffiliated with Summit Financial LLC. We have not verified the information and opinions found on those third-party websites, nor do we make any representations as to its accuracy or completeness. Neither Summit or its affiliates endorse third-party products and services or privacy and security policies. You should review any third-party's policies, terms, and conditions. None of the statements on this page is intended to recommend any security, service, or product or to provide investment, tax, or any other advice. We do not accept endorsements or recommendations.

Listed skills include Financial Analysis, Investment Strategies, Investments, Asset Allocation, and 3 others.