Patrick S. Boyle
Head of Client Investment Solutions
Mr. Boyle is Managing Director and Head of Client Investment Solutions at Bessemer Trust. In this role, he leads the firm’s strategic thinking on investment solutions for ultra-high-net-worth clients. His objective is to understand their unique values, and to efficiently integrate the investment plan with other tax, transfer, and charitable planning objectives. He is a member of the firm’s Management Committee and Investment Policy and Strategy Committee.
Prior to joining Bessemer, Pat was Senior Portfolio Manager and a director of Bernstein Global Wealth Management, where he was a member of the Private Client Investment Policy Group. Before that, he was Senior Portfolio Manager at Meridian Investment Management (advisor to ICON mutual funds).
Pat earned an M.S. in finance from the Daniels College of Business at the University of Denver and a B.S., summa cum laude, from the University of Denver. He is a CFA® charterholder and a CFP® professional.