Bio
T. Patrick Foy, CFP®
Portfolio Manager Assistant
Wealth Management Services, Columbus
Patrick joined Johnson Investment Counsel in 2019 and serves as a Portfolio Manager Assistant. Before joining the firm, he worked as a Client Onboarding Associate for JP Morgan Chase. He received his Bachelor's degree in Finance with a concentration in Investment Management, and a Minor in International Business from the University of Dayton. Patrick holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
Relevant Work Experience
JPMorgan Chase, Client Onboarding Associate
U.S. Bank, Financial Investigations Analyst
Education
University of Dayton, B.A. Finance,
Minor in International Business
Community Involvement
American Foundation for Suicide Prevention
Volunteer