About Us
Patrick Swygert, Founder & Managing Partner
Patrick Swygert is an advisor, partner, and investor. Patrick provides guidance to a broad range of organizations and individuals by leveraging more than twenty years of experience driving growth in analytics-based strategy and planning, business development, and relationship management to deliver superior advice and service to public, private, and not-for-profit clients.
Previously, Patrick held senior relationship management, product development, and strategy roles within the Endowments & Foundations and the Financial Intermediaries Groups at Wellington Management, an institutional investment management firm based in Boston, MA with approx. US $1 trillion under care.
Earlier in his career Patrick held various leadership roles at American Express and Fannie Mae including growth strategy, product development, marketing / market research, and institutional relationship management. At American Express, Patrick launched new marketing / customer acquisition channels and materially grew the company’s footprint across key verticals. During his tenure at Fannie Mae, Patrick directed research and business development efforts for mortgage and technology products and platforms.
A proud native of Philadelphia, PA, Patrick holds a BA from the University of Virginia and earned a JD and an MBA from Howard University.