Matthew Patrick

Matthew Patrick, CRPS®

Senior Manager

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Matthew Patrick is a senior manager on CAPTRUST’s Defined Contribution team.

Matt joined CAPTRUST in 2014 and serves as a senior manager on the defined contribution team. His role encompasses the strategic planning and leadership of the team that manages CAPTRUST’s discretionary services for defined contribution plans.

He holds a Bachelor of Business Administration degree in finance from James Madison University, and is a member of DCIIA. Matt holds the designation of Chartered Retirement Plans Specialist℠ (CRPS®).

Outside of the office, Matt enjoys spending time with his family, especially his wife and two children. He enjoys going to the beach and is an avid sports fan.

Education

Bachelor of Business Administration degree in finance from James Madison University

Industry Designations

Chartered Retirement Plans Specialist℠

Podcast

Episode 67: PIMCO DC Consultant Study

Find out what’s trending, what’s challenging, and what’s new in the world of defined contributions.

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Resources

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