Meet Our Team
Patrick Shaw, CFP®, CRPC®
Managing Director
Patrick specializes in providing comprehensive wealth management for high-net-worth families, business owners, executives and retired individuals. He has more than 15 years’ experience working with clients seeking wealth accumulation, retirement planning, investment insight and tax and estate planning. He is passionate about helping clients navigate complex financial landscapes and empowering them to make informed financial decisions.
Prior to joining Fortitude Financial Partners, Patrick was senior vice president-senior wealth manager at Lido Advisors, LLC. Before that, he served in a variety of roles at Mariner Wealth Advisors, the last as regional managing director and senior wealth advisor. Earlier in his career, he worked at JPMorgan Chase Bank, Charles Schwab and Ameriprise Financial Services.
Patrick has a bachelor’s degree in physical education from North Central College in Illinois. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Retirement Planning Counselor (CRPC®) designation.
Outside the office, Patrick enjoys spending time with his wife and three children. He is also involved in his local community through volunteering and coaching.