Veritable combines with Pathstone to create a best-in-class advisor to UHNW families Read

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Patrick Dougherty

Partner

Patrick is a realistic but very upbeat portfolio management team leader at Veritable. He is a CFA® charterholder and sits on the firm’s internal 401k management committee. He clearly loves investing and is constantly looking for innovative ways for the firm’s clients to make money. He was recruited to Veritable in 1999 after graduating from The Wharton School of the University of Pennsylvania with a BS in Economics with a dual concentration in Finance and Decision Processes. He mentored under the firm’s Chief Investment Officer for several years before becoming a portfolio manager and partner. His clients and colleagues are drawn to his strong technical investment knowledge and penchant for matter-of-factly posing hard questions. Patrick stunned some of the more boisterous athletes at Veritable several years ago by winning a ‘friendly’ half mile firm foot race along an uneven trail in a little over 2 minutes. He and his wife Joanne, a marine biologist, live within jogging distance of the office with their two young daughters.

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Patrick Dougherty

Partner

Patrick is a realistic but very upbeat portfolio management team leader at Veritable. He is a CFA® charterholder and sits on the firm’s internal 401k management committee. He clearly loves investing and is constantly looking for innovative ways for the firm’s clients to make money. He was recruited to Veritable in 1999 after graduating from The Wharton School of the University of Pennsylvania with a BS in Economics with a dual concentration in Finance and Decision Processes. He mentored under the firm’s Chief Investment Officer for several years before becoming a portfolio manager and partner. His clients and colleagues are drawn to his strong technical investment knowledge and penchant for matter-of-factly posing hard questions. Patrick stunned some of the more boisterous athletes at Veritable several years ago by winning a ‘friendly’ half mile firm foot race along an uneven trail in a little over 2 minutes. He and his wife Joanne, a marine biologist, live within jogging distance of the office with their two young daughters.

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