Patrick Regan
Login to view DISC.Patrick 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.
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