Patrick Morrell

Patrick Morrell

Patrick Morrell

Patrick is responsible for the extensive investment analysis and due diligence process needed to assist RBA’s client in meeting their fiduciary obligations. His primary responsibilities include investment research, manager due diligence and economic analysis on the universe of investment products available to institutional investors.

Previously, Patrick has been involved in asset management, investment analysis, portfolio construction and strategy.

Professional Designations

  • Certified Investment Management Analyst “CIMA®” designation from The Investment Management Consultants Association/ The Wharton School of Business at University of Pennsylvania.
  • Accredited Investment Fiduciary “AIF®” designation from the Center for Fiduciary Studies.

Awards and Affiliations

Named as one of the National Association of Plan Advisors (“NAPA”) Top 50 Advisors under Age 40.

Disclosure: NAPA Top 50 Advisors Under 40

Feb 2016 National Association of Plan Advisors

Established in 2014, the list is drawn from nominations and vetted by a blue ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data, and voted on by thousands in the retirement plan industry.  These “Young Guns” are widely seen as the future leaders of the retirement plan advisor industry.