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Headshot-patrick.morrell
Name
Patrick J. Morrell, CIMA®, AIF®
Title
Senior Investment Strategist with Global Retirement Partners, LLC and an Investment Advisory Representative with Renaissance Benefit Advisors Group
Bio
At GRP, Patrick is responsible for the construction, marketing and distribution of the firm’s series of collective investment trust funds. Patrick is also charged with managing a proprietary due diligence and reporting platform available to GRP Advisors. As an IAR, Patrick provides investment advisory and retirement plan consulting services directly to plan sponsors who assets surpass $2B, cumulatively. Previously, Patrick has worked in investment analysis, in business development, and as an investment manager.
A graduate of Northeastern University, he holds a Bachelor’s Degree in Business Administration with a concentration in Finance & Insurance and Economics. In addition, Patrick earned the Certified Investment Management Analyst (CIMA®) designation, Accredited Investment Fiduciary (AIF®) designation, and is FINRA Series 7, 63 and SEC Series 65 licensed.
Mr. Morrell is also a candidate for Level 2 of the Chartered Financial Analyst exam and was named a NAPA Top Advisor Under 40.