He approaches portfolio management with an astute assessment of risk tolerance and a careful eye on tax efficiency. Pat is a past member of the Board of Trustees of the Medina County Society for the Prevention of Cruelty to Animals (MCSPCA) and is a devoted defender of animal rights. A lifetime resident of Northeast Ohio and a world traveler, Pat earned his Bachelor of Science degree in Marketing from Bowling Green State University. He holds the Accredited Investment Fiduciary Designation from the Center for Fiduciary Studies.
Patrick G. Hahn, AIF®
Senior Portfolio Manager
At a Glance
Pat has more than 15 years of investment management and financial planning experience. He is committed to the highest standards in client service and believes ongoing communication with clients is vital to meet objectives over a lifetime of fluctuating market conditions and personal changes.