
Formerly of JPMorgan, 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 life, disability and long-term care insurance services for the affluent clients of major international financial services company, 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 American Bar Association, Chicago Estate Planning Council and the Association of Financial Services Professionals. At JR Katz, Pat will use his excellent leadership and business development skills to help run operations and pursue expansion of its strategic professional relationships.
Telephone
847-790-8364
Email:
pat@jrkatz.com