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Patrick Bourbon, CFA, is the Founder of Bourbon Financial Management, LLC. Patrick is an established investor with over 15 years of successful experience in global wealth management. His experience includes 10 years at UBS Global Asset Management, one of the largest asset managers in the world. He is an adjunct faculty member at the Illinois Institute of Technology. He is a talented and dedicated investment professional, with a client-centered focus, who wishes to share his investment passion and experience in an ethical manner. Patrick is constantly striving for excellence. His unique combination of international experience and strong educational background give him a significant edge when it comes to analytical depth as well as optimizing your wealth.
While his education in engineering and finance has given him a solid foundation in financial analytics, it is his thorough understanding of the valuation and investment process and systems that truly sets him apart.
His unique combination of global professional experience, project management and high-level analytical skills will bring added value to your long-term goals. |
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Patrick's main goal is to give you the best tools to improve your financial wealth decisions, given your risk tolerance in order to realize your dreams and optimize your assets to match your future projects and liabilities.
He provides the knowledge and strategies to make the best investments in financial or real estate assets. He explains the pros and cons in order for you to make the best long-term risk return decision depending on your unique situation.
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Board of Advisors
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Ivan Leveille Nizerolle, CFA, FRM is a Risk Specialist at Amundi Asset Management based in Paris since 2010.
He began his career with Banque du Bâtiment et des Travaux Publics in the treasury department, and, in 1989, he moved to the Crédit Agricole Group as a derivatives products and interest rate trader on the French and German markets. In 1996 he joined the internal audit department and was responsible for risk control of guaranteed products and undertook special assignments focusing on internal controls. In 1998, he joined the Alternative Asset Management Group in Paris as an investment analyst. He moved to Chicago in 1999 and was an analyst focusing on the arbitrage and multi-strategy managers based in North America, before becoming a Senior Portfolio Manager, Managing Director of Credit Agricole Asset Management Alternative Investments (CAAM AI), which had $15 billion under management.
He is an expert in asset allocation and fund's selection/due diligence. Ivan has the French equivalent of an MBA from the University Paris-Dauphine in Financial Markets and Business Management. He also has a Masters degree in Economics from the University of Paris-Sorbonne and an Engineering diploma from the Ecole Nationale des Travaux Publics (ESTP).
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