Patrick supports Julius Capital’s Catholic institutional and faith-based clients with the unique financial modeling behind their funding strategies, including pro formas, capital campaign models, data analysis and feasibility studies. 

Patrick pairs technical depth in corporate finance and data analytics with a breadth of experience across industries and organization sizes. That experience includes supporting high-net worth families at J.P. Morgan’s Private Bank, helping to build a software startup as its eighth employee, scaling a national single-family rental management company from 2,000 to 8,000 homes, and modernizing financial planning and reporting for a legacy quick service restaurant brand.

Patrick holds a master’s degree in finance from Indiana University and a bachelor’s degree in economics and applied mathematics from the University of Notre Dame. He lives in Indianapolis, Indiana, with his wife and four sons.