Patrick E. Lawlor

CFA®, CFP®

475 Half Day Road Suite 210 Lincolnshire, IL 60069
847.541.6888

Patrick has been involved in the financial services industry since 1997. Prior to joining Savant, he was the president and head of M&A for a Chicago-based registered investment advisory firm. Before that, he was president of a multi-family office in the Chicagoland area that specialized in alternative investments (hedge funds, private equity, oil and gas, timber, etc.), both domestically and abroad. Patrick has also been a wealth advisor for ultra-high-net-worth clients for more than 20 years. He began his investment career as a fixed income analyst on a short duration bond fund and managed numerous institutional client relationships.

Patrick earned a bachelor of science degree in finance from the University of Illinois at Urbana-Champaign, where he attended on a Chick Evans scholarship. He has attained his Chartered Financial Analyst® (CFA®) designation and is a CERTIFIED FINANCIAL PLANNER™ professional.

Patrick and his wife have three children. He enjoys attending his kids’ sporting events and is an avid reader.


Education &
Designations

  • University of Illinois at Urbana-Champaign
    Bachelor of Science in Finance
  • Chartered Financial Analyst® (CFA®)
  • CERTIFIED FINANCIAL PLANNER™ professional

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.