Patrick Bourbon, CFA
Chicago, Illinois Financial Planner

Patrick Bourbon, CFA, is the Founder of Bourbon Financial Management, LLC. Patrick is an established investor with over 15 years of successful experience in global wealth management. His experience includes 10 years at UBS Global Asset Management, one of the largest asset managers in the world. He is an adjunct faculty member at the Illinois Institute of Technology. He is a talented and dedicated investment professional, with a client-centered focus, who wishes to share his investment passion and experience in an ethical manner. Patrick is constantly striving for excellence. His unique combination of international experience and strong educational background give him a significant edge when it comes to analytical depth as well as optimizing your wealth.

While his education in engineering and finance has given him a solid foundation in financial analytics, it is his thorough understanding of the valuation and investment process and systems that truly sets him apart. His unique combination of global professional experience, project management and high-level analytical skills will bring added value to your long-term goals.   Patrick's main goal is to give you the best tools to improve your financial wealth decisions, given your risk tolerance in order to realize your dreams and optimize your assets to match your future projects and liabilities. He provides the knowledge and strategies to make the best investments in financial or real estate assets. He explains the pros and cons in order for you to make the best long-term risk return decision depending on your unique situation.

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