It comes from experience

Patrick Erfort, CFA

Account Vice President

Financial Advisor

Patrick recently joined UBS as a Client Service Associate. Since joining he obtained the Series 7 and Series 66 licenses. Prior to joining UBS Patrick worked as an analyst for a boutique private equity firm specializing in green energy technologies. As of September 2019 he is a CFA Charterholder.

Patrick was born and raised in River Forest, a western suburb of Chicago. He attended Fenwick High School before going on to the University of Illinois Champaign-Urbana. At Illinois, Patrick received a Bachelor of Arts degree in Economics with a minor in Business.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit


  • University of Illinois Champaign-Urbana, Bachelor of Arts degree in Economics with a minor in Business


  • Chartered Financial Analyst®
One North Wacker Drive
Chicago, IL 60606

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