Patrick Lawlor - CFA®, CFP®

Head of Mergers and Acquisitions at Savant Wealth Management

Patrick Lawlor has a strong background in the finance industry, with over 25 years of experience. Currently, they serve as the Head of Mergers and Acquisitions at Savant Wealth Management. Prior to this role, Patrick was the President and Head of Mergers and Acquisitions at The Mather Group, LLC from September 2017 to July 2022. Patrick also held the position of Managing Director of Chicago at Alpha Fiduciary from March 2015 to September 2017. Before that, Patrick worked for LEAVITT CAPITAL MANAGEMENT, INC. for ten years, starting as the Director of Research and Client Service and later becoming the President. Patrick also gained valuable experience at ABN-AMRO ASSET MANAGEMENT, where they served as a Vice President from July 1999 to March 2005. Earlier in their career, Patrick worked as a Financial Planner at DINVERNO & FOLTZ FINANCIAL GROUP and held various roles at LASALLE NATIONAL BANK/ABN AMRO, including Trust Investment Officer and Commercial Credit Analyst. With their expertise and experience, Patrick Lawlor is well-equipped to excel in their current role and contribute to the success of Savant Wealth Management.

Patrick Lawlor - CFA®, CFP® completed their Bachelor of Science degree in Finance at the University of Illinois Urbana-Champaign in 1994. In addition to their undergraduate degree, they also hold the Certified Financial Planner (CFP) certification from the CFP Board and the Chartered Financial Analyst (CFA) certification from the CFA Institute. The specific dates for their certifications have not been provided.

Location

Chicago, United States

Links


Org chart


Teams

This person is not in any teams


Offices

This person is not in any offices


Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $11 billion in assets under management and assets under advisement (as of 6/30/2021). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan andfamily office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.


Industries

Employees

201-500

Links