Patrick Bourbon (CFA, CFP®, MSEE, MSFS)

Patrick Bourbon focuses in the
following client markets or areas of practice:

  • Entrepreneurs
  • ExPat and Cross Border Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

Patrick is your personal Chief Financial Officer. He is knowledgeable in preserving and growing your wealth, as well as risk management, asset allocation, and mutual funds / ETF selection having relationships with more than 400 investment managers and having selected funds / ETF for more than 20 years. His aspiration is to make sure that you have enough assets as long as you live so that you can enjoy a comfortable retirement at your chosen lifestyle. 

Patrick's main goal is to give you the best tools possible to improve your financial decisions given your loss tolerance. He provides knowledge and customized strategies in order to make effective diversified investments. He explains the possibilities so that you can make wiser and better long-term decisions depending on your unique situation. He hopes to bring organization to your financial life.

Additional Information

Patrick is a talented and dedicated investment professional, with a client-centered focus, who wishes to share his investment passion and experience. Patrick is constantly striving for excellence. His unique combination of international experience and strong educational background give him a significant edge when it comes to analytical depth as well as optimizing your wealth. His unique combination of global professional experience, project management and high-level analytical skills bring value to your long-term goals.

Patrick grew up in the city of Toulouse in the south of France. In 1996, Patrick took his early passion for finance to Paris, where he opened an investment club, and managed a portfolio of stocks and mutual funds in Euros. He graduated top of his class, earning his Master of Science in Engineering. In the meantime, he discovered how the financial markets worked during internships at BNP Paribas in Chicago, JP Morgan in Paris, and Euronext/NYSE in London and Chicago. His early work experience in financial services impressed upon him the values of excellence and integrity.

In 2000, Patrick joined the prestigious equity team at UBS Global Asset Management-Brinson Partners, which managed $600 billion, where he quickly rose in the ranks. He became the youngest associate investment analyst. Patrick began to develop a reputation for his expertise in equity research and portfolio management. 

After 15 years of helping friends with their investments, he created Bourbon Financial Management, and decided to bring his money management experience to help individuals and families live the life they want. His goal is to give you the best possible chance of having a successful and comfortable retirement. Being competent was no longer enough. He wanted meaning.

NAPFA Start Date

May 11, 2010


This Office

1531 W. Haddon #3 Chicago, IL 60642 Phone: (312) 909-6539