Mr. Patzik is a Vice President and Head of Portfolio Strategy & Solutions in Segal Marco Advisors’ Chicago office. He oversees new product development initiatives, designs and structures investment optimization strategies for existing and prospective client portfolios, coordinates cross-platform mandates, and guides consultant investment strategy. He also serves as the portfolio manager for the diversified alternative investment manager-based portfolio within Segal Marco’s discretionary investment platform where he is responsible for manager selection and asset allocation decision-making. Mr. Patzik is a member of Segal Marco’s Investment Committee and Alpha Manager Review Committee.
Mr. Patzik has prior experience conducting ongoing analysis of individual managers and coordinated all aspects of the investment due-diligence process, including working with current and prospective managers with an emphasis on alternative strategies. Prior to joining Segal Marco Advisors, Mr. Patzik served as an Investment Analyst at Grosvenor Capital Management specializing in hedge fund manager selection across multiple strategies (long/short, multi-strategy, relative value and macro).
Mr. Patzik received his BS in Accountancy from the University of Illinois at Urbana-Champaign and his MS in Accountancy with a concentration in Finance from the University of Illinois at Urbana-Champaign. He is a Registered Certified Public Accountant, a CFA Charterholder, and a Member of the CFA Institute of Chicago.