Patrick is a talented and dedicated investment professional, with a client-centered focus, who wishes to share his investment passion and experience. Patrick is constantly striving for excellence. His unique combination of international experience and strong educational background give him a significant edge when it comes to analytical depth as well as optimizing your wealth. His unique combination of global professional experience, project management and high-level analytical skills bring value to your long-term goals.
In 2000, Patrick joined the prestigious equity team at UBS Global Asset Management-Brinson Partners, which managed $600 billion, where he quickly rose in the ranks. He became the youngest associate investment analyst. Patrick began to develop a reputation for his expertise in equity research and portfolio management. While his education in engineering and finance has given him a solid foundation in financial analytics, it is his thorough understanding of the valuation and investment process and systems that truly set him apart.
After 15 years of helping friends with their investments, he created Bourbon Financial Management, and decided to bring his money management experience to help individuals and families live the life they want. His goal is to give you the best possible chance of having a successful and comfortable retirement. Being competent was no longer enough. He wanted meaning.
Patrick Bourbon, CFA, CFP
Bourbon Financial Management