Patrick R. Regan, MBA, CFA®

Shareholder, Chief Investment Officer

patrick-regan

Patrick Regan graduated from St. John’s University in Minnesota. He later earned an MBA from the University of Minnesota and went on to work in several large organizations before coming to Meristem in 2006 and becoming a Partner in the firm. Patrick is always thinking about high-level performance. As Meristem’s Chief Investment Officer, he works closely with advisors to understand each client’s money management requirements and then recommends the best managers and strategies for them. Meristem’s vision ensures that the best professionals are assigned to each client.

Patrick loves how the disciplined aspects of the investment business often collide with the emotional side of being human as that is often where opportunities can be found. “This job is not about “checking boxes” but having real and honest dialogue, asking the right questions and using both strategy and creativity to connect with our clients.”

When not working for Meristem clients, Patrick spends time with his wife and their two young daughters. Patrick has completed several marathons and triathlons.

EDUCATION

University of Minnesota, Carlson School of Management
MBA, Finance (2003)

St John’s University
BS, Economics, Cum Laude (1996)

WORK EXPERIENCE

Meristem
Partner, Chief Investment Officer, 2006 – present

RiverSource Investments, Inc.
Director of Research, Mutual Fund Product Development, 2004 – 2006

American Express, Inc.
Manager, Managed Portfolios Research, 2002 – 2004

E*TRADE Group, Inc.
Director of Manager Research, Personal Money Management, 2000 – 2002

Dain Rauscher
Senior Research Analyst, Advisory Research, 1996 – 2000

PROFESSIONAL DESIGNATIONS

Chartered Financial Analyst, CFA® (1999)

PROFESSIONAL AFFILIATIONS

CFA Society of Minnesota
Omicron Kappa Sigma Economics Honor Society

INTERESTS/HOBBIES

Running, golf, and soccer