Patrick T. Drum

Patrick T. Drum, M.B.A., C.F.A., C.F.P.®

Connections

Website · financialservicesinc.ubs.com
LinkedIn
· Patrick.Drum

Course

Capital Structure of the Firm

Finance

Education

Seattle University
M.B.A.

Chartered Financial Analyst
Certified Financial Planner

Western Washington University
B.A. in Economics

Bio

Patrick T. Drum is a Senior Portfolio Manager at the Arbor Group at UBS Financial Services, Inc. Based in Seattle, Washington, Mr. Drum is a member of an institutional and private client advisory group specializing in the investment management for global conservation and national wildlife park endowments in addition to families seeking sustainable-social screened investment portfolios.

Mr. Drum joined the Arbor Group in 2007 as the Director of the Arbor Group’s Fixed Income portfolio management activities and actively collaborates in the group’s investment research activities. He is also the Environmental, Social and Governance (ESG) specialist on the team. Prior to joining the Arbor Group at UBS Financial Services, Inc. Mr. Drum was involved in business valuation at Moss Adams and previously a Portfolio Manager for Washington Mutual Bank.

Mr. Drum is a Chartered Financial Analyst Charterholder (CFA) and a Certified Financial Planner (CFP). Mr. Drum holds a B.A in Economics from Western Washington University and an M.B.A from Seattle University’s Albers School of Business.

Mr. Drum is a board member of Pollution Prevention Resource Group (PPRC) and a former board member of People for Puget Sound. He lives in Tacoma and is a proud father of a two kids. He enjoys sea kayaking in the greater NW.