The majority of Pat's career has been focused on helping high and ultra-high net worth clients address the implementation of insurance solutions to achieve planning objectives. Recently, Pat crafted and managed the national life, disability and long-term care insurance services for the high and ultra-high net worth clients of JP Morgan, developing formal alliances with more than 40 leading insurance brokerage firms nationwide.
A graduate of Kenyon College (BA) and DePaul University College of Law (JD), Pat is a member of the Chicago Bar Association, Chicago Estate Planning Council, Greater North Shore Estate & Financial Planning Council and the Association of Financial Services Professionals, as well as a member of the professional advisory group, Legacy Partners of Children's Memorial Foundation for Children's Memorial Hospital. Pat has obtained his Chartered Underwriter (CLU) and Chartered Financial Consultant (ChFC) accreditations from the American College, Bryn Mawr, PA.
At JR KATZ, Pat is managing expansion of the firm's strategic professional relationships and advising clients regarding sophisticated insurance solutions.
* Securities offered through Registered Representatives of NFP Securities, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered by Christine Griffith, through NFP Securities, Inc. a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor. JR KATZ is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.