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Patrick Wade, CFA

Senior Wealth Advisor




About Patrick Wade

Patrick started at Chicago Partners in April 2019 following his role as a Rotational Credit Analyst at Wintrust Financial. During his tenure in the two-year training program, he specialized in underwriting ESOP transactions, commercial real estate mortgages, leveraged buyouts, and supported the loan capital markets team in portfolio management.

In 2017, Patrick graduated cum laude from Marquette University with a Bachelor of Science in Finance. He actively participated in Marquette’s Applied Investment Management (AIM) Program, where he conducted due diligence on domestic small-cap companies within the consumer staples sector. Patrick became a CFA Charterholder in 2023.

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Patrick Wade, CFA

Senior Wealth Advisor

About Patrick Wade

Patrick joined Chicago Partners in April of 2019 after working for Wintrust Financial as a Rotational Credit Analyst. During the two-year training program Patrick underwrote ESOP transactions, commercial real estate mortgages, leveraged buyouts, and worked with the loan capital markets team in managing their portfolio.

Patrick graduated cum laude from Marquette University in 2017 with a Bachelor of Science in Finance. Additionally, Patrick was a member of Marquette’s Applied Investment Management (AIM) Program, where he was responsible for performing due diligence on domestic small-cap companies in the consumer staples sector.