Patrick F. McGee, CFA
Vice President, Senior Client Portfolio Manager, Public Equity
Patrick McGee is located in Cincinnati, Ohio, and his area of focus is:
Career
Patrick McGee is a Vice President and Senior Client Portfolio Manager on the Public Equity team.
McGee joined the firm in 2026. Previously, he served as a portfolio manager and a co-lead for quality value products at WCM Investment Management in Laguna Beach, California. Earlier in his career, he held portfolio manager and equity research analyst roles at Opus Capital Management in Cincinnati.
Education & Designation
McGee earned a BBA in Finance, with a second major in Public Policy, from the College of William and Mary. He also earned an MBA from the University of Virginia’s Darden School of Business. He holds the Chartered Financial Analyst (CFA) designation.