Finance: Master the Financial Portfolio Career

Patrick McKnight ’14 shared his journey of going from working in a bank during college to a successful Portfolio Manager.

As an Economics major, Patrick McKnight is a Portfolio Manager for Heritage Way Advisors, LLC. He works closely with his clients to help them reach their financial goals and objectives. In addition to managing his client relationships and investment portfolios, Patrick supports other portfolio managers at the firm by fulfilling the role of backup on additional client relationships. Before working for Heritage Way, he worked at a large locally-owned bank during high school and college. Upon his graduation from Beloit, the bank hired Patrick as a full-time Research Analyst and Wealth Advisor Assistant. He provided financial analysis of potential investments and supported portfolio managers through trading and report preparation.

September 25, 2019

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