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Schedule a CallPatrick E. Lawlor
CFA®, CFP®
Head of Mergers and Acquisitions / Member Owner
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Education &
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. He has attained his Chartered Financial Analyst® (CFA®) designation and is a CERTIFIED FINANCIAL PLANNER™ professional.
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 Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.