Patrick Pucher, CFA®

Patrick Pucher delivers comprehensive financial guidance to his clients, designing bespoke strategies that encompass investment management, tax optimization, estate planning, business planning, and risk mitigation. His mission is to simplify financial complexities, empowering clients to focus on their priorities—whether it’s family, business growth, or philanthropy.

With over two decades of experience in financial services, Patrick has cultivated deep expertise across global investment management. He brings a proven track record in managing direct and alternative investments, as well as in partnering with business owners and family offices to achieve their unique goals.

Patrick most recently served as Head of Capital Markets at Deep Field Asset Management, following impactful roles at an equity hedge fund, private credit firms, and two global asset management firms. His diverse career underscores his ability to navigate complex markets and deliver tailored solutions.

A CFA® Charterholder and active member of the CFA Institute, Patrick earned his degree in Corporate Finance from Ball State University. Outside of work, he enjoys gardening, finding fulfillment and balance in nurturing his green spaces.