Patrick Marlatt

Patrick Marlatt

Senior Vice President,
Financial Advisor

  • Princeton, NJ
  • The Bible, Traveler’s Gift | Atlas Shrugged
  • Family
  • When you’re good at something, you’ll tell everyone. When you’re great at something, they’ll tell you.
  • Honesty, humility, and generosity

Financial Advisors

Patrick is an institutional advisor based out of Raleigh, NC.

Patrick joined CAPTRUST in 2011 and is a senior vice president, financial advisor responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Patrick served as vice president, senior sales executive for Wells Fargo Insurance Services, and has worked in the industry since 1993.

Education

  • Bachelor of Science degree in sports management from West Virginia University
  • Chubb Executive Education, Organizational Leadership, Wharton School of Business
  • Master of Business Administration from West Virginia University College of Business & Economics

Industry Designations

  • NAPA Top DC Advisor Teams | 2019 (CAPTRUST Raleigh)

Awards & Recognition

  • Financial Times 401 Top Retirement Plan Advisor | 2018 and 2019

Memberships

  • The Hun School Alumni Association
  • Volunteer, Episcopal High School Parent volunteer
  • West Virginia University Alumni Association
  • West Virginia University Letterman’s Club

 

News & Resources

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