Patrick E. Lawlor
CFA®, CFP®
Head of Mergers and Acquisitions / Member Owner
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Education &
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.