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Wealth Management Expert

Patrick Nolan, CFA, CMT

Senior Portfolio Manager

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Pat has more than 20 years of investment experience working with large institutional clients managing investment portfolios as well as implementing and executing stock and bond allocations.  Prior to joining Northern Trust, Pat was an Analyst and Portfolio Manager at the buy-side firm PENN Capital Management.  He helped analyze and construct multi-billion dollar micro-cap, small-cap, and high yield portfolios for institutional style mutual funds and SMA’s as well as being lead portfolio manager for the Capital Structures Opportunities Hedge Fund. 

Pat joined Northern Trust Asset Management in 2014 as a portfolio manager for large-cap domestic growth and value active strategies, and transitioned to Foundation and Institutional Advisors in 2018. 

Pat partners with institutional clients across Florida and the Southeast region working closely with staff and committees to develop, implement, and monitor customized investment programs that support their missions and long-term investment goals.

Patrick received his Bachelor of Business Administration degree from Robert Morris University in Pittsburgh, PA and his MBA from the University of Miami in Miami, FL.  Patrick is a Chartered Financial Analyst (CFA) Charterholder and a Chartered Market Technician (CMT) holder.

Patrick enjoys spending time with his wife Melissa, and four kids Shane, Kenzie, Keely and Luke.  Patrick also enjoys reading, coaching his kids’ sports teams, gardening, traveling, and anything related to being outdoors.  Patrick is a firm believer in building your “Life Resume” through unique experiences, memories and doing more.