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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Patrick McGowan
Managing Director, serving as the Head of Manager Research and Head of Alternative Investments at Sanctuary Wealth
Speaker

Profile

Patrick McGowan is a Managing Director at Sanctuary Wealth Group, serving as the Head of Alternative Investments and Head of Manager Research. In this role, he spearheads a team responsible for all Alternative Investment activities, including the Firm's private equity, private credit, real asset, and hedge fund investing strategies, as well as the traditional Investment Research Focus List. He is a member of the Sanctuary Asset Management Investment Council, which plays a pivotal role in constructing the Firm's global economic and capital market views and leads the Alternative Investment Committee.

Before joining Sanctuary, Mr. McGowan held a senior leadership position at the GP-stakes arm of Azimut Group (BIT: AZM), one of the largest independent wealth management companies in Europe; Invesco Private Capital (NYSE: IVZ), where he worked on investments for early-stage venture capital funds; the Carlyle Group, in the private credit joint venture OC Private Capital (TAKIX). He started his career at OppenheimerFunds.

Mr. McGowan serves on the Executive Committee and is a board member at the Institute for Portfolio Alternatives (ipa.com). He also serves on the Board of Unifi CAIA.

Patrick earned his Bachelors of Science in Psychological Sciences from Vanderbilt University and completed the Vanderbilt Owen Graduate Business School accelerator MBA. He holds his FINRA Series 7 and 63 licenses.

Agenda Sessions

  • Operational Steps for Alts Investing – Reviewing Tech Solutions and How to Implement at Scale

    1:30pm