1 month ago
CAPTRUST Ranks #6 on Best Places to Work List
The Triangle Business Journal recently announced its Best Places to...
- With CAPTRUST Since 2011
- 412.931.2700
-
301 Grant St
#2925
Pittsburgh, PA 15219
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 Marlatt is an institutional retirement plan advisor based in Pittsburgh, PA.
Patrick joined CAPTRUST in 2011 and is a senior vice president and 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
Announcements
Announcements
2 months ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
Resources
2 months ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
Announcements
2 months ago
CAPTRUST Named Largest RIA for Sixth Consecutive Year
CAPTRUST has been named the largest registered investment advisor (RIA)...
