Author - Patrick Bourbon, CFA

Patrick Bourbon, CFA, is the Founder of Bourbon Financial Management, LLC. Patrick is an established investor with over 15 years of successful experience in global wealth management. His experience includes 10 years as an analyst and portfolio manager at UBS Global Asset Management, one of the largest asset managers in the world. He is an adjunct faculty member at the Illinois Institute of Technology. He is a talented and dedicated investment professional, with a client-centered focus, who wishes to share his investment passion and experience in an ethical manner. Patrick is constantly striving for excellence. His unique combination of international experience and strong educational background give him a significant edge when it comes to analytical depth as well as optimizing your wealth. He graduated top of his class, earning his Master of Science in Engineering (EPF Ecole d'Ingenieurs-Paris). In 1999, he relocated to Chicago to work again for Euronext/NYSE, and started to manage a second fund of funds (in US Dollars this time). He also earned a Master of Science in Finance (Illinois Institute of Technology - graduated Beta Gamma Sigma). Patrick also earned the Chartered Financial Analyst designation in 2003. He is also actively involved in the Chicago community. In 2006, Patrick was elected President of UFEC (Union des Français de l’Etranger de Chicago) Chicago's largest, most active, and oldest volunteer Francophone organization. Patrick is also actively involved in the French-American Chamber of Commerce and the CFA Society of Chicago. Patrick is a board member of Stuart Investments at the Illinois Institute of Technology, and Chair of the Finance committee of the South Drill Team.