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Patrick MarlattVice President, Financial Advisor

  • 4208 Six Forks Road
    Suite 1700
    Raleigh, NC 27609
  • 919.870.6822
  • LinkedIn

Patrick joined CAPTRUST in 2011 as vice president, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Patrick served as vice president, senior sales executive for Wells Fargo Insurance Services, and has worked in the industry since 1993

EDUCATION

  • Bachelor of Science degree in sports management from West Virginia University 
  • Master of Business Administration from West Virginia University College of Business & Economics
  • Chubb Executive Education, Organizational Leadership, Wharton School of Business

MEMBERSHIPS

  • Episcopal High School Parent volunteer
  • West Virginia University Letterman’s Club
  • West Virginia University Alumni Association
  • The Hun School Alumni Association

AWARDS AND RECOGNITION

  • 2018 Financial Times 401 Top Retirement Plan Advisor

Personal Profile

Hometown:
Princeton, NJ
Favorite Book or Movie:
The Bible, Traveler's Gift, and Atlas Shrugged
Ideal Dinner Guest:
Family
Words to Live By:
When you're good at something, you'll tell everyone. When you're great at something, they'll tell you. — Walter Payton
Qualities I Admire in People:
Honesty, humility, and generosity