Patrick Rudy, CFA, CFP®, CPAVICE PRESIDENT, WEALTH ADVISOR
Patrick Rudy focuses on assisting his clients through the development, implementation and monitoring of comprehensive financial plans tailored to each individual's unique circumstances, at the Denver - Colorado Springs office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. He takes a holistic approach to investing and planning.
Patrick is an experienced financial planning and investment management professional.
Prior to joining Goldman Sachs Personal Financial Management in 2015, he was a Senior Investment Consultant at Cascade Investment Group. Before that, Patrick was the Director of Audit and Compliance for The Corundum Group/CB&T Wealth Management.
Patrick has earned the Chartered Financial Analyst (CFA®) and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. Patrick is also a Certified Public Accountant (CPA). Patrick graduated from The Master’s University with a Bachelor of Science in Business with an emphasis in Accounting.
When Patrick isn’t working, he enjoys spending time with his amazing wife and three kids. As a family, they like to water ski, snow ski, camp and travel.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.