Patrick Thompson, CFA, CFP®
Patrick Thompson brings significant expertise and close to 20 years of financial experience in providing 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 meet the financial goals and risk tolerances of each client.
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 served most recently as a senior portfolio manager.
Patrick launched his financial services career in 2003 as a client management associate with Wachovia Wealth Management, moving over to Wells Fargo as a private banker when Wachovia was acquired in 2008. He joined Abbot Downing in 2010 in client services before becoming an asset management associate and then analyst before being promoted to senior portfolio manager.
He received an MBA in investment management and corporate finance from the University of North Carolina at Chapel Hill and a BS in finance from Florida State University. Professionally, Patrick has also earned both the Certified Financial Planner™ (CFP®) and Chartered Financial Analyst (CFA) designations.
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