Patrick Sittner serves as the Senior Director of Portfolio Strategy at Bluemonte Investment Management, where he partners with Advisors to create tailored investment portfolios that drive client success. With a strong background in market analysis and asset allocation, Patrick supports Advisors through portfolio construction, client and prospect analysis, proposal generation, and customized investment strategies.
Patrick brings over 20 years of experience in investments and capital markets to his role. Before joining Bluemonte in 2024, he served as Director, Portfolio Strategy at Carson Group for more than six years. His career also includes serving as a portfolio manager for a bank’s wealth management division, overseeing $6 billion in employee retirement assets at Conagra Brands, and holding capital markets roles specializing in foreign currency and interest rate hedging. He has also taught as an adjunct professor for an MBA-level investment course.
Patrick earned his Bachelor’s degree in Finance from the University of Nebraska–Lincoln and holds dual Master’s degrees from Creighton University.
Based in Omaha, Nebraska, Patrick enjoys life with his wife, Melissa, and their two children, Ian and Clara. Outside of work, he can often be found at his kids’ sporting events, riding his bike, or enjoying live music.
Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities.