Patty Park

Patty provides comprehensive planning services and administrative advice to high-net-worth individuals encompassing areas such as cash flow analysis, risk management, income tax and transfer tax planning, retirement planning, education funding, estate planning, and charitable giving.

Before joining Northern Trust, Patty was Director of Financial Planning at Keats, Connelly & Associates, a comprehensive fee only financial planning firm specializing in assisting Canadians who were moving to the US. She has also been an instructor in the Certified Financial Planner™ program at the University of Phoenix, teaching primarily in the tax planning and estate planning areas. She began her career as an auditor with Deloitte & Touché in Cleveland and Phoenix.

Patty currently serves on the Allied Advisor Council of Phoenix Children’s Hospital. She is a past board member of the Greater Phoenix Financial Planning Association, the Planned Giving Round Table of Arizona, and Duet: Partners in Health and Aging. She is also a past board president of all three organizations. She was a mentor to Yavapai College Foundation and the Area Agency on Aging in the Arizona Endowment Building Initiative. She regularly volunteers with Duet: Partners in Health and Aging.

2007

Patty earned a bachelor’s degree in accountancy from Case Western Reserve University in Cleveland, and a master’s degree in International Management from Thunderbird School of Global Management which is now part of Arizona State University.

Patty is a Certified Public Accountant (CPA), and a Certified Financial Planner (CFP™).