Edward D. Patchett, Jr.,CFA

Mr. Patchett is responsible for providing on-going investment advice to the firm’s consulting clients and for managing the firm’s entire investment consulting practice. He joined IFS in 1997. Mr. Patchett routinely speaks at industry conferences, including the International Foundation for Employee Benefit Plans (IFEBP) Annual Employee Benefits Conference and various IFEBP Investment Institutes. Mr. Patchett is a member of IFS’ Research and Investment Committees.

Previously with Wilshire Associates, Mr. Patchett was primarily responsible for conducting manager searches, analyzing equity and fixed-income investment strategies and performing investment manager due diligence for the firm’s clients, including the $15 billion investment program of the federal Pension Benefit Guaranty Corporation. Prior to joining Wilshire, Mr. Patchett was an Investment Banking Associate with a regional investment banking firm where he analyzed IPOs, mergers and acquisitions and fairness opinions for the firm’s banking and thrift industry clients. He also has several years of experience as a securities industry regulator with the National Association of Securities Dealers (now FINRA). He has testified before the ERISA Advisory Council on prudent investment practices related to alternative investments, and his articles entitled “Alternative Investments – An Introduction” and “A Contemporary View of Portfolio Risk and Diversification” were published in the Employee Benefits Journal.

Mr. Patchett graduated from Ferris State University with a Bachelor of Science degree in Business and earned his Master of Science degree in Business-Finance from The Johns Hopkins University. He has been awarded the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Washington, D.C.