Patrick Lawlor, CFA CFP® Client Service and Investment Director
Patrick Lawlor is the Client Service and Investment Director at Leavitt Capital Management, Inc. (LCM). He joined LCM in March of 2005 and his responsibilities include portfolio construction/modeling, spearheading manager due diligence for both traditional and alternative investments, and directing the firm’s client service initiatives. Prior to LCM, Mr. Lawlor was a Vice President of ABN AMRO’s fixed income group where he handled numerous institutional client relationships, developed new business opportunities and was a member of the Fixed Income Committee. Previously, Mr. Lawlor worked at Dinverno and Foltz Financial Group where he was in charge of creating financial plans for the firm’s high-net-worth clients and was a member of the firm’s investment committee.
Mr. Lawlor started his career at LaSalle Bank in the Commercial Real Estate department. He holds a B.A in Finance from the University of Illinois at Urbana-Champaign. Mr. Lawlor is also a CFA Charterholder, Certified Financial Planner (CFP), and a Chartered Financial Consultant (ChFC).