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Patrick Weisman ’08

Vice President, Iconiq Capital

Patrick Weisman is a Vice President at ICONIQ Capital, a global multi-family office providing a full spectrum of wealth management and investment advisory services. As a Family Office Specialist, Patrick advises a small group of globally-influential families and charitable foundations on their investments and strategic planning decisions. Prior to joining ICONIQ Capital at the Firm’s inception, Patrick worked in Morgan Stanley’s Private Wealth Management division, where he assisted families with their investment decisions during the 2008 financial crisis and subsequent recovery.

 

Patrick’s specialties include portfolio construction, hedging, executive stock and Pre-IPO planning, and direct investing. Patrick is an Ohio native and a San Francisco resident; he holds a B.A. in Economics and Government from Claremont McKenna College and is proud to support his alma mater as a Kravis Fellow.

 

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