Patrick Strek, CFA in

Patrick Strek, CFA

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Financial Analyst at Franklin Monroe
📍 Greater Chicago Area, United States

Patrick Strek, CFA, is a Financial Analyst at Franklin Monroe, a private family office specializing in wealth management for high-net-worth individuals. With a background in private equity and a degree from Saint Louis University, he is described as having a solid work ethic.

Outside of his finance career, Patrick has demonstrated assertive decision-making and field management skills as a licensed baseball umpire for the Illinois High School Association.

He has experience working within a private equity search fund focused on the entire lifecycle of an acquisition.

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Experience
11 Years
Current Role
Financial Analyst
Job Level
Middle
Location
Greater Chicago Area, United States
Personality Overview

How Patrick shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Patrick cares about

Wealth Management
His career is centered on monitoring multi-billion dollar portfolios for high-net-worth individuals and families at a private family office.
Private Equity
Gained experience as a Private Equity Analyst at a search fund, focusing on industry research and tasks associated with making acquisitions.
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Career

Work history

5-2016
Financial Analyst
Franklin Monroe
9-2015 - 5-2016
Private Equity Analyst
Rich Sea LLC
11-2013 - 5-2015
Student Worker
John Cook School of Business at Saint Louis University
Umpire - Self Employed
Illinois High School Association
5-2014 - 8-2014
Financial Services Professional - Intern
Hoopis Financial Group
In the press

Media appearances

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Education
2011 - 2015
Bachelor’s Degree
Saint Louis University
2011 - 2015
Bachelor of Science in Business Administration
Saint Louis University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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