Patrick Morelli Email & Phone Number

Senior Strategic Accounts Manager, RIA @ Russell Investments

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Patrick Morelli Location

Denver, CO, US

Patrick Morelli Work

2025 - now Senior Strategic Accounts Manager, RIA @ Russell Investments
2025 - now Executive Committee Member @ CAIA Association Rocky Mountain Chapter
2022 - 2024 Managing Director, Capital Markets @ Redbrick LMD
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2021 - 2022 Principal, Business Development @ Hamilton Lane
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2018 - 2020 Director Private Markets @ Hamilton Lane
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2011 - 2018 Director of Sales @ Hamilton Lane
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2010 - 2011 Regional Vice President @ Keating Investments, LLC
2008 - 2009 Business Analyst @ Thriving Workplaces
2007 - 2009 Financial Consultant @ AXA Advisors, LLC
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2023 - 2025 Board Member @ Rise Infrastructure Partners

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Patrick Morelli Education

University of Colorado at Denver

Patrick Morelli Skills

Investments
Asset Managment
Alternative Investments

Asset Management
Mutual Funds
Equities
Hedge Funds
Securities
Series 7
Portfolio Management

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Patrick Morelli Summary

Patrick Morelli, based in Denver, CO, US, is currently a Senior Strategic Accounts Manager, RIA at Russell Investments. Patrick Morelli brings experience from previous roles at CAIA Association Rocky Mountain Chapter, Redbrick LMD and Hamilton Lane. Patrick Morelli holds a University of Colorado at Denver. With a robust skill set that includes Investments, Asset Managment, Alternative Investments, Asset Management, Mutual Funds and more. Patrick Morelli has 4 emails and 4 mobile phone numbers on RocketReach.

Patrick Morelli Emails

Found 4 emails

Patrick Morelli Phone Numbers

Found 6 phone numbers

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Nick Zylkowski

Managing Director, Co-Head Customized Portfolio Solutions at Russell Investments

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Managing Director, Head of Research at Russell Investments

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Cheryl Wichers

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Puyallup, WA, US
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