Mike Patalsky, CFA

Managing Director | Senior Consultant

Mr. Patalsky has over 23 years of experience advising institutional investors on managing their asset portfolios. His experience spans all functions of asset management across a variety of client types, including asset allocation/portfolio strategy development, risk management, asset-class level portfolio structuring, and investment manager due diligence and selection with public and private investments. He is also a member of the alternative investments committee.

Mr. Patalsky was previously Director of Investments at Willis Towers Watson, where he served as lead consultant to both investment advisory and OCIO clients. He was a managing director and principal at Wilshire Associates, where he had a nine-year career advising Fortune 500 corporations, university foundations, other non-profits, and public funds. Other previous experience includes working in PPG Industries, Inc.’s Benefits Investment and Financing group, managing about $5 billion in pension, defined contribution, and foundation assets, and at Hewitt Associates in their Defined Contribution Services practice.

Mr. Patalsky graduated from University of Notre Dame with a bachelor of business administration degree in finance. He holds a master’s degree in business administration (MBA) from Carnegie Mellon University Tepper School of Business and is a Chartered Financial Analyst (CFA) charterholder.