Patrick Boyle

Patrick S. Boyle

Managing Director, Regional Director
and Investment Strategist

 

Mr. Boyle serves as a Regional Director and Investment Strategist, assisting in the development and refinement of investment policies regarding asset allocation, rebalancing, tax management, and portfolio strategies. Prior to joining Bessemer in June 2012, Mr. Boyle was a senior portfolio manager and director of Bernstein Global Wealth Management, where he was also a member of the firm’s Private Client Investment Policy Group. Prior to that, he was the senior portfolio manager at Meridian Investment Management (advisor to the ICON family of mutual funds).

Mr. Boyle earned an M.S. in Finance from the Daniels College of Business at the University of Denver and a B.S. summa cum laude from the University of Denver. He holds a Chartered Financial Analyst designation and is a Certified Financial Planner®.

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