Patrick ('Pat') South
Chartered Financial Analyst
Pat is a Managing Director and co-founder of SRS Capital.
Prior to founding SRS, he was a Vice President at Hirtle, Callaghan & Co. At Hirtle Callaghan, Patrick was responsible for client service and business development in the Mid–Atlantic and Midwest regions. Patrick counseled a broad group of clients that included individuals and families, foundations, endowments, pension plans, and non-profit organizations. For those clients, Patrick designed, structured, and implemented customized and comprehensive investment portfolios to best meet their specific goals and objectives.
Prior to joining Hirtle Callaghan, Patrick worked in the Private Client Services Group at Lehman Brothers in Chicago, where he was responsible for asset allocation and securities selection advice to individual clients. Patrick began his career in sales and marketing at U.S. Steel.
Patrick holds a B.A. in American Studies from Cornell University and an M.B.A. from the Darden Graduate School of Business Administration at the University of Virginia. Patrick is a Chartered Financial Analyst® (CFA®) charter holder and a member of the CFA Society of Philadelphia. Patrick is married with two children.