Patrick Coffey is a Wealth Specialist in Mesirow Wealth Management. He is responsible for helping his team create comprehensive financial plans for individuals and families to help them accumulate, grow, protect and distribute their wealth.

Patrick has three years of experience in the financial services industry. Prior to joining Mesirow in 2024, Patrick worked as a Registered Wealth Management Associate at Morgan Stanley, starting in 2021. Prior to that, he held a position as a Financial Services Professional at Charles Schwab and had internships at other firms while pursuing his studies.

Patrick earned a Bachelor of Science in Finance from the Kelley School of Business, with a minor in Spanish at Indiana University and holds his series 7 and 66 licenses.