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a group of people looking out a window at a city

Patrick Warren

Managing Director

Patrick W. Warren focuses on sourcing and executing sell-side M&A advisory and other corporate finance assignments for CFA. Prior to CFA, Patrick worked at BB&T Capital Markets and Fifth Third Securities, where he served as a Principal in their Industrials Investment Banking Group. Prior to BB&T, Patrick was a Sr. Associate and Vice President at Belhealth Investment Partners, a healthcare focused PE-firm with $500m in AUM.

Patrick began his career as an investment banking analyst at KPMG, and as an associate at Harren Equity Partners. Throughout his almost 20-year career in investment banking and private equity, he has completed more than 45 M&A and corporate finance advisory assignments.

Patrick earned his bachelor's degree from the University of Virginia's McIntire School of Commerce with concentrations in finance and management and holds FINRA Series 79 securities license.

Patrick Warren