Patrick South

Patrick South, CFA®

MANAGING DIRECTOR AND CO-FOUNDER

PATRICK SOUTH IS MANAGING DIRECTOR AND CO-FOUNDER OF SRS CAPITAL ADVISORS.

At SRS, Pat works closely with families, individuals, and institutions to help them achieve their goals, and also serves on the Investment Committee. Prior to founding SRS, he was a Vice President at Hirtle, Callaghan & Co and responsible for client service and business development. Prior to joining Hirtle Callaghan, Pat worked in the Private Client Services Group at Lehman Brothers in Chicago, where he was responsible for asset allocation and securities selection advice to individual clients. Pat began his career in sales and marketing at U.S. Steel.

Pat holds a B. A. in American Studies from Cornell University and an M.B.A from the Darden Graduate School of Business Administration at the University of Virginia. Pat is a Chartered Financial Analyst (CFA®) charter holder and a member of the CFA Society of Philadelphia. Patrick is married with two children.