Patrick Thiel
My passion for investments plus building lifelong relationships with individuals and communities found a home at Ehlers. I am given the opportunity to thrive in both here.

Patrick Thiel

Client Engagement Specialist
Patrick Thiel

Patrick partners with Ehlers’ advisory and investment clients, specializing in fixed income investments and treasury management. Prior to joining the firm, he participated in Marquette University’s Applied Investment Management (AIM) Program. Working with a select group of students, he actively managed $3 million of the University’s endowment. Patrick previously worked for Piper Sandler & Company on their fixed income trading desk assisting with execution and analysis of fixed income securities.

Patrick is originally from Shawano, Wisconsin and currently resides in Minneapolis. He enjoys bow hunting, weight lifting and watching sports.


Areas of Expertise

Investments & Treasury Management

  • Asset Allocation
  • Banking Services Evaluation
  • Bond Proceeds Investment
  • Cash & Investment Reporting
  • Cash Forecasting
  • General Funds Investment
  • Investment Inventory Reporting
  • Investment Strategy Formulation & Implementation

Licensees & Certifications

Chartered Financial Analyst (CFA) Level I Candidate

Education

Bachelor of Science – Finance, Marquette University, Milwaukee

Community Involvement

St. Martins Parish, Cecil – Usher
Bonduel Youth Baseball – Volunteer