Patrick E. Lawlor

CFA®, CFP®

Head of Mergers and Acquisitions / Member Owner

475 Half Day Road Suite 210 Lincolnshire, IL 60069
847.541.6888

Patrick is Savant’s head of mergers and acquisitions and works in our Lincolnshire, IL office. He has a membership interest in Savant.

Patrick has attained his Chartered Financial Analyst® (CFA®) designation and is a CERTIFIED FINANCIAL PLANNER® professional.

Patrick has been involved in the financial services industry since 1997. Prior to joining Savant, he was the president and head of M&A for a Chicago-based registered investment advisory firm. Before that, he was president of a multi-family office in the Chicagoland area that specialized in alternative investments (hedge funds, private equity, oil and gas, timber, etc.), both domestically and abroad. Patrick has also been a wealth advisor for ultra-high-net-worth clients for more than 20 years. He began his investment career as a fixed income analyst on a short duration bond fund and managed numerous institutional client relationships.

Patrick earned a bachelor of science degree in finance from the University of Illinois at Urbana-Champaign, where he attended on a Chick Evans scholarship.

Patrick and his wife have three children. He enjoys attending his kids’ sporting events and is an avid reader.


Education &
Designations

  • University of Illinois at Urbana-Champaign
    Bachelor of Science in Finance
  • Chartered Financial Analyst® (CFA®)
  • CERTIFIED FINANCIAL PLANNER® professional

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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