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513-977-4400
Services
Services Overview
Governance
Consulting
Outsourced CIO
Research
Values Aligned Investing
Managed Portfolios
Who We Serve
Our Clients
Community Foundations
Healthcare
Higher Education
About Us
Firm Overview
Our Team
Culture
Insights
Publications
Podcast
Videos
Studies
News & Events
News
Events
Forum 2023
Contact Us
Patrick
Rogers
Patrick Rogers, CFA
President
Education:
MBA in Finance, Xavier University
BBA in Finance, University of Notre Dame
Experience:
Acrisure Asset Management - President
Quadrant Capital Group - Senior Partner
Gateway Investment Advisors - CEO and Lead Portfolio Manager
Memberships:
University of Notre Dame, College of Arts and Letters - Advisor Board
Past Memberships:
University of Cincinnati - Endowment Committee
Greater Cincinnati Foundation - Investment Committee
Interact for Health - Board member
Seven Hills School - Board member
Latest Publications
Research Review: October 2024
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Third Quarter 2024 Private Capital Quarterly Review
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FEG Insight: The Market is a Voting Machine
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Third Quarter 2024 Market Commentary: A Midsummer Night's Dream
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Research Review: Third Quarter 2024
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Research Review: August 2024
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