Patrick Regan
Questioner · DISC type cPatrick Regan is the Deputy Chief Investment Officer at Cresset, where he leads the investment team in manager due diligence and setting asset allocation strategy. A CFA charterholder with an MBA from the University of Minnesota, he was previously the CIO at Meristem before its acquisition by Cresset.
He is a proponent of thorough, in-person due diligence, with his team traveling globally to meet potential investment partners. Patrick emphasizes the importance of moving beyond checklists to foster genuine dialogue and connection with partners and clients.
Unique fact: According to his company bio, Patrick and his team travel from "Wayzata to Mumbai" to personally vet and "kick the tires" on potential investments.
Read the full overview →How Patrick shows up
They prefer to analyze every situation thoroughly. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.
Topics Patrick cares about
Work history
Media appearances
DISC profile (public)
Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
Other Cresset Employees
Explore more public profiles from related professionals.
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.