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Patrick Bourbon
Your Personal CFO: Helping You Make Better Decisions - Save You Time - Less Conflicted Financial Advice (Peace of Mind)
Professional Background
Patrick Bourbon is a renowned global investment strategist with over 20 years of experience specializing in cross-border investments. He has dedicated his career to help expatriates, executives, entrepreneurs, and professionals gain financial freedom and achieve their life goals. As the founder of Bourbon Financial Management, LLC, Patrick operates as a fee-only Registered Investment Advisor, ensuring his clients receive expert, conflict-free financial advice tailored to their unique circumstances. His extensive background in asset allocation, risk management, and portfolio optimization sets him apart in the wealth management landscape.
Starting his banking career in prestigious firms such as JP Morgan, UBS, and BNP Paribas, Patrick learned the essentials of investment management and client service. He served in various capacities at UBS Global Asset Management, culminating as a Chief Investment Officer where he oversaw multi-billion dollar portfolios. Over the years, he cultivated a solid reputation for excellence, integrity, and unwavering service, which continues to resonate with the clients he serves today.
In 2009, after a decade of assisting friends with their investments, Patrick recognized an opportunity to extend his expertise beyond personal networks. That’s when he founded Bourbon Financial Management, driven by his commitment to help families achieve meaningful financial transitions and comfortable retirements. Patrick believes in empowering clients to embrace financial security while living the lifestyle they desire.
Education and Achievements
Patrick's educational journey showcases his dedication to gaining a robust foundation in finance and engineering. He holds a Master of Science in Finance (with Honors) from the Illinois Institute of Technology, where he achieved an impressive GPA of 3.8/4. His engineering credentials originate from the prestigious EPF Ecole d'Ingénieurs in Paris. In pursuit of elevating his financial acumen, Patrick is also a Chartered Financial Analyst (CFA) and a Certified Financial Planner™ (CFP®), and has remained actively engaged in continuing education regarding investments, retirement planning, and risk management.
Moreover, Patrick's academic involvement extends to his role as an adjunct professor at the Illinois Institute of Technology, where he shares his vast knowledge with future financial leaders. His desire to educate others is complemented by his leadership roles in various organizations, including serving as the President of UFEC-AFFC, and being a member of the prestigious South Shore Drill Team, lending his skills in finance to enhance community initiatives.
Achievements
Throughout his career, Patrick has consistently demonstrated a commitment to excellence within the financial domain. His leadership and strategic vision have notably impacted countless lives, providing clients with the tools necessary for effective asset management and wealth preservation. His competitive nature, cultivated through a decade of experience in sports such as skiing and tennis, has instilled a remarkable level of discipline and focus, driving him to help clients realize their financial objectives under pressure.
In parallel, Patrick's involvement in various professional organizations and his extensive contributions to financial education—ranging from developing investment strategies to conducting rigorous equity valuations—underline his dedication to enhancing the financial landscape for both individuals and communities. It is his unwavering mission to ensure that each client feels secure in their financial planning, knowing that they are supported by an expert committed to their success.