Patrick Huang, CAIA

Director - Investment Management

  • Focus: Managing investment portfolios
  • Education: Bachelor of Arts in Economics, University of Kentucky
  • Certifications: Chartered Alternative Investment Analyst (CAIA)
  • Fun Fact: Patrick is an avid food enthusiast and loves cheering on the UK basketball team and the Columbus Blue Jackets.

Patrick brings over a decade of experience in multiple asset portfolio design and research to his role. He specializes in managing portfolios for both private clients and institutions, with expertise in public equities, public bonds, and alternative investments.

Prior to his current role, Patrick served as Director of Investments at Source Financial Advisors. He also gained valuable experience at Morgan Stanley, where he was responsible for asset allocation and investment selection across both public and alternative asset classes.