Patrick Chase, CIPM, PMP

Partner, Executive Director of Enterprise Applications

As the Executive Director of Enterprise Applications, Patrick oversees the firm’s information technology systems ensuring systems, applications and vendor solutions align with the business and its objectives He joined Fiduciary Investment Advisors, LLC in 2014, which combined with Fiducient Advisors in 2020.

Prior to joining the firm, Patrick worked for SS&C Technologies and as Director of Operations for RIAs in the metro New York and Washington, DC areas. He earned his MBA from Virginia Polytechnic Institute and State University and his BA from Frostburg State University. Patrick has earned the Certificate in Investment Performance Measurement™ designation and the Project Management Professional™ certification from the Project Management Institute. His personal interests include coaching baseball, hockey and soccer, fishing and spending time with family.

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