Patrick Noel Rush
Chief Executive Officer at Triad Financial Advisors, Inc.
Profile
Mr. Patrick N.
Rush is a Senior Vice President at OneDigital Investment Advisors LLC.
He has over 25 years of experience in wealth management.
Prior to joining OneDigital, he was the Chief Executive Officer and owner of Triad Financial Advisors, which was acquired by OneDigital in 2023.
He holds a degree in Financial Markets & Trading from the Illinois Institute of Technology.
He also earned his MBA with a concentration in Finance from the Stuart School of Business.
He is a Certified Financial Planner, as well as a Chartered Advisor in Philanthropy.
Patrick Noel Rush active positions
| Companies | Position | Start |
|---|---|---|
Triad Financial Advisors, Inc.
 Triad Financial Advisors, Inc. Investment ManagersFinance Triad Financial Advisors, Inc. (TFA) is a SEC-registered investment advisor headquartered in Greensboro, North Carolina. In 2023, the firm was acquired by OneDigital Investment Advisors LLC, a subsidiary of Digital Insurance LLC. TFA provides life planning and investment management services geared toward both high net worth and non-high-net worth individuals, trusts, estates, charitable organizations, corporations or other business entities. | Chief Executive Officer | 2015-12-31 |
OneDigital Investment Advisors LLC
 OneDigital Investment Advisors LLC Investment ManagersFinance OneDigital Investment Advisors LLC (OneDigital) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. Formerly known as Resources Investment Advisors LLC, the firm was founded in 1987 and is a wholly owned subsidiary of Digital Insurance LLC. OneDigital offers portfolio management and advisory services to individuals, trusts, estates, endowments, foundations, charitable organizations, retirement plans, and business entities. | Portfolio Manager-Equities | 2023-07-31 |
Training of Patrick Noel Rush
| Illinois Institute of Technology | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Triad Financial Advisors, Inc.
Triad Financial Advisors, Inc. Investment ManagersFinance Triad Financial Advisors, Inc. (TFA) is a SEC-registered investment advisor headquartered in Greensboro, North Carolina. In 2023, the firm was acquired by OneDigital Investment Advisors LLC, a subsidiary of Digital Insurance LLC. TFA provides life planning and investment management services geared toward both high net worth and non-high-net worth individuals, trusts, estates, charitable organizations, corporations or other business entities. | Finance |
OneDigital Investment Advisors LLC
OneDigital Investment Advisors LLC Investment ManagersFinance OneDigital Investment Advisors LLC (OneDigital) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. Formerly known as Resources Investment Advisors LLC, the firm was founded in 1987 and is a wholly owned subsidiary of Digital Insurance LLC. OneDigital offers portfolio management and advisory services to individuals, trusts, estates, endowments, foundations, charitable organizations, retirement plans, and business entities. | Finance |
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