Patrick Thompson brings more than 20 years of financial experience and deep expertise in strategic planning and portfolio construction for ultra-high-net-worth families to his role at Callan Family Office. He works closely with clients and their advisors to design and implement customized investment portfolios tailored to each client’s financial goals and risk tolerances.

In addition to his work with clients, Patrick serves on Callan Family Office’s Asset Allocation Committee, which is responsible for developing, overseeing, reviewing, and approving all strategic and tactical asset allocation decisions. He also contributes to the firm’s Marketing Committee.

Prior to joining Callan Family Office, Patrick spent 11 years with Abbot Downing, the Wells Fargo business unit serving ultra-high-net-worth families, foundations, and endowments, where he most recently served as a Senior Portfolio Manager.

Patrick began his financial services career in 2003 as a client management associate with Wachovia Wealth Management and transitioned to Wells Fargo as a private banker following its acquisition of Wachovia in 2008. He joined Abbot Downing in 2010 in client services before advancing through roles as an asset management associate and analyst, ultimately becoming a senior portfolio manager.

He earned an MBA in Investment Management and Corporate Finance from the University of North Carolina at Chapel Hill and a Bachelor of Science degree in Finance from Florida State University. Patrick holds both the Certified Financial Planner™ (CFP®) and Chartered Financial Analyst (CFA) designations.