Patrick T. O’Sullivan

Business Development Officer

I love this industry because it keeps changing. No two days are alike. Whether it be politically, financially, or economically, you have to be aware of current events to have good conversations. I enjoy being a lifelong learner.

475 Half Day Road Suite 210 Lincolnshire, IL 60069

Patrick has been involved in the financial services industry since 1999. He is skilled in asset management, trading, equities, portfolio management, alternative investments, ETFs, derivatives, and fixed income, and specializes in building relationships with financial advisors.

Patrick earned a bachelor’s degree in history from Loyola University Chicago. He volunteers at St. James Catholic Church in Arlington Heights, IL and with Mercy Home in Chicago. Patrick and his wife Erin have four children. He comes from a big family, loves Chicago and Ireland, and enjoys watching college and professional sports, especially college basketball and football, playing golf, reading, and spending time with friends and family.

Education &

  • Loyola University Chicago
    Bachelor’s in History

Affiliations &
Community Service

  • St. James Catholic Church, Arlington Heights, IL – volunteer
  • Mercy Home, Chicago – volunteer