Patrick, Henderson Hutter Group’s Director of Portfolio Strategy, oversees portfolio construction and analysis, risk management, investment research and execution. He considers multiple viewpoints from many sources before arriving at an informed decision. He helps our clients simplify their lives and navigate major decisions. He works collaboratively with them to build and manage investment portfolios they can feel comfortable and confident in throughout the market’s ups and downs. He spends his days reviewing market trends and economic data and meeting with our investment committee to discuss portfolio changes, updates and future ideas. He also meets with our external partners to discuss market conditions and timely ideas and ensures our trading operations run smoothly.
As a Chartered Financial Analyst®, Patrick holds one of the world’s most respected and recognized investment designations. He has the skills necessary for high-level, specialized asset-management responsibilities, including security analysis, portfolio management and business reporting.
Patrick joined the Henderson Hutter Group in 2016 and transitioned into his role as a full-time investment partner in 2017. He moved to Raymond James with our team in 2019, drawn by the team’s collaborative culture and robust resources. Patrick graduated from the Freeman Business School at Tulane University with a degree in finance with an energy specialization.
Outside of the office, Patrick finds joy in sharing his expertise with his communities. Patrick is especially proud of his financial modelling contributions to LearnToLive. With his help, the non-profit completed construction on a learning center in Indonesia in 2024.
Patrick grew up in Cleveland, Ohio, and currently resides there after almost ten years in New Orleans. Outside of the office, Patrick is a travel enthusiast and loves exploring national parks; Zion National Park in Utah and Coconino National Forest in Arizona among his favorites. A true Ohioan, he enjoys spending a weekend with family rooting on The Ohio State University.
Q&A: Personally speaking
- Q. If you weren’t doing what you do today, what other job would you have?
I’d be a marine biologist. I enjoy being around water, and there’s so much about the ocean that is yet to be explored. - Q. What’s the one thing that might surprise others about you?
I tried to teach myself how to play the saxophone during the pandemic. I still have a lot of practicing to do. - Q. How do you define success?
Being happy with what you do, who you do it with and the people you meet along the way
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