Mike Patalsky, CFA

Managing Director | Senior Consultant

Mr. Patalsky has over 21 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 most recently 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 Associate, where he had a nine-year career advising Fortune 500 corporations, university foundations, other non-profits, and public funds. He was also a member of Wilshire’s OCIO solutions group. His research experience includes analyst positions at PPG Industries, Inc.’s treasury group, which managed about $5 billion in pension and foundation assets, and Hewitt Associate’s Defined Contribution Services.

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.