Patrick Currall, MBA, CFA®, is a Senior Financial Advisor for Signature Estate & Investment Advisors, LLC (SEIA). Patrick has over two decades of experience in the investment management industry. His emphasis is in portfolio management, estate planning and tax strategies for affluent individuals and corporations. He has been in the securities and insurance business since 2001 and has managed hundreds of successful engagements with individuals in the high-net-worth demographic.
Patrick received his Bachelor of Business Administration from the University of Portland in 2001. He received his Master of Business Administration, with an academic emphasis in Information Systems Management from Loyola Marymount University in 2011. He earned the right to use the CFA designation from the CFA Institute in 2006.
Patrick spent the first 20 years of his career working in the Private Banking channel of some of the Country’s largest banks. After two decades in the banking asset management world, Patrick made the decision to move towards the RIA channel in 2021. He made this change based on his analysis of the systemic changes underway in the financial services industry. According to Patrick, “the entire financial infrastructure of our economy is experiencing disruption. Traditional banks are becoming obsolete and are quickly being displaced by technology based fintech firms. The industries quick evolution has mandated I make this change, to ensure I am providing my clients the best possible financial solutions.”
Patrick lives in Southern California with his wife and two children. He is a dedicated member of his church and a consistent supporter of the local veteran community. Patrick is the co-founder of “The Alaska Adventure Project”, an Alaska based non-profit which benefits wounded combat veterans and their families.