Edward D. Patchett
Director/Board Member at Commonwealth Community Trust
Profile
Mr. Edward Patchett shares responsibility for business development, client service and consultant relations.
He is located in the Washington D.C.
office.
Prior to joining GCM Grosvenor, he worked as a Senior Vice President and Area Director at Gallagher Fiduciary Advisors, where he managed the firm’s investment consulting practice and provided strategic investment guidance and recommendations to clients.
Previously, he was a Consulting Associate at Wilshire Associates, where he was dedicated to serving one of the firm’s largest clients, and an Investment Banking Associate at Capital Resources Group.
Mr. Patchett began his career at the National Association of Securities Dealers, now known as Financial Industry Regulatory Authority.
Mr. Patchett received his Bachelor of Science in Business and Marketing from Ferris State University and his Master of Science in Finance from Johns Hopkins University.
He holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Washington, D.C.
Mr. Patchett serves on the Board of Directors of Commonwealth Community Trust (CCT) a non-profit organization that administers pooled special needs trusts for clients with special needs.
He’s also a member of CCT’s finance and investment committee.
Edward D. Patchett active positions
| Companies | Position | Start |
|---|---|---|
GCM Customized Fund Investment Group LP
 GCM Customized Fund Investment Group LP Investment ManagersFinance GCM Customized Fund Investment Group LP (GCM Customized Fund Investment Group) is a private equity subsidiary of Grosvenor Capital Management LP founded in 1999. The firm is headquartered in Chicago, Illinois. | Private Equity Investor | 2013-01-31 |
CFA Society Washington, D.C.
 CFA Society Washington, D.C. Miscellaneous Commercial ServicesCommercial Services CFA Society Washington, D.C. is a an association for investment professionals. The company was founded in 1953 and is headquartered Washington, District of Columbia. | Corporate Officer/Principal | - |
| Commonwealth Community Trust | Director/Board Member | - |
Former positions of Edward D. Patchett
| Companies | Position | End |
|---|---|---|
Gallagher Fiduciary Advisors LLC
 Gallagher Fiduciary Advisors LLC Investment ManagersFinance Gallagher Fiduciary Advisors LLC (Gallagher) is a SEC-registered investment advisor headquartered in Rolling Meadows, Illinois. The firm was founded in 2008 and is a subsidiary of Gallagher Benefit Services, Inc., ultimately owned by Arthur J. Gallagher & Co. (NYSE: AJG). Gallagher provides retirement, investment advice/consulting and decision-making to institutional investors, which include public and private sector employee benefit plans (including multiemployer plans), charitable institutions, foundations, endowments, labor organizations, state or municipal government entities, hospitals, non-profit organizations, private trusts, corporations or business entities, and individuals. | Portfolio Manager-Equities | 2012-12-31 |
Independent Fiduciary Services, Inc.
 Independent Fiduciary Services, Inc. Investment ManagersFinance Founded in 1996 by Frank Lilly and Samuel 'Skip' Halpern, Independent Fiduciary Services Inc. is a registered investment advisor headquartered in Washington, DC. The firm provides investment advisory services to institutional investors including ERISA employee benefit plans (including corporate and Taft-Hartley pension, 401k and welfare funds), public pension funds, foundations, endowments, and non-profit organizations and charitable organizations | Analyst-Equity | 2010-12-08 |
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Corporate Officer/Principal | - |
Training of Edward D. Patchett
| The Johns Hopkins University | Graduate Degree |
| Ferris State University (Michigan) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Independent Fiduciary Services, Inc.
Independent Fiduciary Services, Inc. Investment ManagersFinance Founded in 1996 by Frank Lilly and Samuel 'Skip' Halpern, Independent Fiduciary Services Inc. is a registered investment advisor headquartered in Washington, DC. The firm provides investment advisory services to institutional investors including ERISA employee benefit plans (including corporate and Taft-Hartley pension, 401k and welfare funds), public pension funds, foundations, endowments, and non-profit organizations and charitable organizations | Finance |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Finance |
Gallagher Fiduciary Advisors LLC
Gallagher Fiduciary Advisors LLC Investment ManagersFinance Gallagher Fiduciary Advisors LLC (Gallagher) is a SEC-registered investment advisor headquartered in Rolling Meadows, Illinois. The firm was founded in 2008 and is a subsidiary of Gallagher Benefit Services, Inc., ultimately owned by Arthur J. Gallagher & Co. (NYSE: AJG). Gallagher provides retirement, investment advice/consulting and decision-making to institutional investors, which include public and private sector employee benefit plans (including multiemployer plans), charitable institutions, foundations, endowments, labor organizations, state or municipal government entities, hospitals, non-profit organizations, private trusts, corporations or business entities, and individuals. | Finance |
GCM Customized Fund Investment Group LP
GCM Customized Fund Investment Group LP Investment ManagersFinance GCM Customized Fund Investment Group LP (GCM Customized Fund Investment Group) is a private equity subsidiary of Grosvenor Capital Management LP founded in 1999. The firm is headquartered in Chicago, Illinois. | Finance |
CFA Society Washington, D.C.
CFA Society Washington, D.C. Miscellaneous Commercial ServicesCommercial Services CFA Society Washington, D.C. is a an association for investment professionals. The company was founded in 1953 and is headquartered Washington, District of Columbia. | Commercial Services |
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