Patrick Unrath, CIMA®, CRPC™

Patrick Unrath is a Team Chief Investment Officer and Vice President at Rockefeller Global Family Office. Prior to Rockefeller, Patrick was a Wealth Management Advisor and Team Investment Specialist at Merrill Lynch.

Patrick brings 17 years of financial services experience to the team. He provides investment research and analysis for the team’s discretionary investment portfolios. He follows market activity closely to help guide the team’s investment decisions, ensuring that the team’s financial strategies and investment proposals meet the team’s and the client’s needs.

Prior to Merrill, he served as a Cryptologist for the United State Navy, stationed aboard the USS George Washington.
Patrick holds the Certified Investment Management Analyst®, CIMA® certification and the Chartered Retirement Planning Counselor™, CRPC™ certification.
He received his MBA from LaSalle University and a Bachelor’s degree in Business Management from Temple University. He lives with his wife and their three children in Horsham, Pennsylvania, where he coaches youth sports.