Meristem Family Wealth

Patrick R. Regan, MBA, CFA®

Patrick R. Regan, MBA, CFA®

Partner & Chief Investment Officer 952-835-8276 • pregan@meristemfw.com

For Patrick Regan, his 20 years in the industry has followed a trajectory leading larger, corporate research teams with the purpose of finding better investments, building better asset allocations and teaching financial advisors how to do a better job over time. After joining Meristem in 2006, Patrick got the chance to take his institutional, corporate background and apply it directly to benefit Meristem’s client families. He continues to love how the disciplined aspects of the investment business often directly collide with the emotional side of being human. “That is often where we can find opportunities. When leading the investment process at Meristem, it’s education, discipline, and a creative approach that helps us flush out potential risks and seek ample options for our client families”.

"We believe that customizing investment solutions is about you, not us." - Patrick Regan
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