Patrick Hogan

Associate Vice President, Wealth Management, Institutional Consultant, Alternative Investments Director

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(614) 473-2444(614) 473-2444

Patrick Hogan is an Institutional Consultant with Graystone Consulting where he delivers total enterprise consulting for institutional endowment and foundation clients. His responsibilities include servicing institutional clients in portfolio construction and positioning, delivering capital markets and economic research, supporting spending and liquidity needs, and delivering philanthropic resources to help clients support their mission. Patrick is a voting member of Graystone Consulting’s Investment Committee, which approves all strategic and tactical asset allocation changes to client portfolios. Additionally, Patrick works with clients interested in Investing with Impact and Socially Responsible Investing.

Patrick brings over a decade of investment experience to the Graystone Consulting team. Patrick joined Graystone in 2010 from Citigroup, Inc., where he was a Senior Financial Analyst focusing on hedge fund and alternative investment administration. Patrick is a member of the Association of Professional Investment Consultants (APIC). . Patrick holds a B.S. in Business Administration from The Ohio State University and an M.B.A. in Finance from Ashland University.

Patrick resides in Westerville, OH with his wife and their three children. Patrick is an active member in the local community, and can regularly be found coaching his sons’ sports teams. He also serves as a board member for the Westerville Library Foundation, where he focuses on programs to increase childhood literacy within the Westerville community. He and his family also support the Franklin County Special Olympics, Autism Speaks, and various other organizations that help children in need.

Securities Agent: AL, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KY, MI, MN, MO, ND, NY, OH, OR, PA, SC, TX, VA, VT, WI; Investment Advisor Representative; General Securities Representative

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1As of December 30, 2017


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