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Patrick Decker, CFP®

Professional profile

Patrick Decker, CFP®, serves as the Head of Institutional OCIO (Outsourced Chief Investment Officer) at Wilmington Trust. He is responsible for overseeing investment strategies and solutions for institutional clients, leveraging his expertise in financial planning and investment management.

Decker has a strong background in finance, having earned the Certified Financial Planner (CFP®) designation, which signifies his proficiency in financial planning and wealth management. His role at Wilmington Trust involves collaborating with institutional investors to develop tailored investment strategies that align with their financial goals.

For more detailed information about his professional background and experience, you can view his LinkedIn profile here .

Highlights

Sep 11 · linkedin

Does the leadership at your nonprofit or institution have the time and expertise to invest large pools of capital on the organization’s behalf? Perhaps consider an outsourced chief investment officer (OCIO) that aims to free you up to focus on the operational and governance responsibilities critical to your mission.

But where to begin?

Look to Wilmington Trust’s paper, “OCIO or no CIO,” for guidance in what you should expect in terms of achieving your financial objectives with investing experience that is fiduciary-led, risk-management focused, and wholly dedicated to the institutional space.

Learn the critical factors that drive hiring decisions, the right questions to ask of a candidate, the essential criteria, and the desirable value-adds.

http://ms.spr.ly/6048m3Pom

#OCIO #institutionalinvestments

Jul 9 · linkedin

One of my colleagues, Brittany Schwartz, is looking for an addition to her team. She's looking for individuals with investment proposal (RFPs, DDQs, etc.) writing experience. If anyone comes to mind, please point them her way using the job listing below!

https://lnkd.in/eeuJRB4K

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Patrick Decker, CFP®
Patrick Decker, CFP®, photo 1
Patrick Decker, CFP®, photo 2
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Experience

Xylem Inc.

Education

Degree program completed between 1982 - 1987

Location

Greater Philadelphia