Patrick Regan

Head-Equity Investments at

Cresset Asset Management LLC

Finance

Consumer Services

Technology Services

Profile

Mr. Patrick R.
Regan, CFA MBA, is a Managing Director & Deputy Chief Investment Officer at Cresset Asset Management LLC.
He advises the team to apply broad financial perspectives and experiences learned from internal research and due diligence work to recommend opportune managers and strategies — one client family at a time.
Mr. Regan was previously employed as a Chief Investment Officer by Meristem Family Wealth LLC, a Director of Manager Research by E*TRADE Group, Inc. (Old), and a Senior Research Analyst by Dain Rauscher, Inc. He earned a master’s degree in finance from the University of Minnesota, Carlson School of Management and a bachelor’s degree, cum laude, in economics from St. John’s University.
He is a CFA charterholder.

Patrick Regan active positions

Companies	Position	Start
Cresset Asset Management LLC Cresset Asset Management LLC Investment ManagersFinance Cresset invests in active and passive solutions and public and private vehicles. The firm optimizes asset allocation decisions based on the client’s goals, not simply market benchmarks. They form an investment committee, which includes senior management and investment managers, to analyze investments on their clients' behalf. Their investment strategies and advice may vary depending on each client's specific financial situation.	Head-Equity Investments	2021-12-31

All active positions of Patrick Regan

Former positions of Patrick Regan

Companies	Position	End
Meristem Family Wealth LLC Meristem Family Wealth LLC Investment ManagersFinance Meristem Family Wealth offers broadly diversified investment solutions customized to reflect unique client circumstances. They take a disciplined approach to investment management, with particular attention to risk management, diversified asset allocation, manager selection, tax consequences and fee considerations. When making investment recommendations, the firm takes into account a client’s total financial picture, including assets already owned, assets not managed by Meristem, needs for liquidity, goals and risk tolerance.	Chief Investment Officer	2022-05-24
ETRADE Group, Inc. (Old) ETRADE Group, Inc. (Old) Internet Software/ServicesTechnology Services Information Retrieval Services	Corporate Officer/Principal	2001-12-30
Dain Rauscher, Inc. Dain Rauscher, Inc. Investment Banks/BrokersFinance Provides securities brokerage services	Corporate Officer/Principal	1999-12-30

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Linked companies

Private companies	6
Meristem Family Wealth LLC Meristem Family Wealth LLC Investment ManagersFinance Meristem Family Wealth offers broadly diversified investment solutions customized to reflect unique client circumstances. They take a disciplined approach to investment management, with particular attention to risk management, diversified asset allocation, manager selection, tax consequences and fee considerations. When making investment recommendations, the firm takes into account a client’s total financial picture, including assets already owned, assets not managed by Meristem, needs for liquidity, goals and risk tolerance.	Finance
St. John's University St. John's University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
ETRADE Group, Inc. (Old) ETRADE Group, Inc. (Old) Internet Software/ServicesTechnology Services Information Retrieval Services	Technology Services
Dain Rauscher, Inc. Dain Rauscher, Inc. Investment Banks/BrokersFinance Provides securities brokerage services	Finance
The Curtis L. Carlson School of Management The Curtis L. Carlson School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cresset Asset Management LLC Cresset Asset Management LLC Investment ManagersFinance Cresset invests in active and passive solutions and public and private vehicles. The firm optimizes asset allocation decisions based on the client’s goals, not simply market benchmarks. They form an investment committee, which includes senior management and investment managers, to analyze investments on their clients' behalf. Their investment strategies and advice may vary depending on each client's specific financial situation.	Finance