Steadiness

It comes from experience

Patrick Erfort, CFA

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

Education

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

Credentials

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

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