Patrick Burchfield
SENIOR ASSOCIATE, WEALTH MANAGEMENT
Patrick is a Senior Associate of Wealth Management at Choreo, supporting the Chicago, IL office since 2023 . He began his career as an Analyst at BDO and now plays a key role in supporting both wealth advisors and their high-networth clients.
In his current role, Patrick is responsible for performance reporting for client meetings, client account maintenance, data entry, and a range of day-to-day operational tasks that contribute to a seamless client experience and overall team success.
Known for his strong communication skills, time management, and collaborative mindset, Patrick is committed to delivering high-quality service and maintaining trusted relationships with clients and colleagues alike.
Outside of work, Patrick enjoys spending time with family and friends, golfing, and watching sports.
PROFESSIONAL REGISTRATIONS
- Series 65
EDUCATION
- B.A., Finance, Illinois State University
