We are pleased to announce the promotion of Patrick Scarborough to Chief Investment Officer. Patrick has been an integral part of our team since 2011, and we’re thrilled to celebrate his 10th Anniversary as part of the Wealth Planning Corporation team.
Patrick is an exceptional advisor and portfolio manager. He provides leadership to our investment process and considerable experience navigating fluctuating markets. He serves as the head of the Investment Committee and manages the investment research and portfolio implementation. His expertise in investment research, analysis and management has been instrumental in building WPC’s investment management services.
With a Bachelor of Business Administration degree in Finance and Management from the University of Cincinnati, Patrick has been a key member of the WPC Team, not only for his investment role, but for including his co-workers in community outreach efforts.
Over the past 10 years, Patrick has made a measurable impact on our Wealth Planning team and the lives of our clients. Congratulations, Patrick, and thank you for your leadership and expertise!
