2019 Investment Advisor Forum

The expectation for advanced knowledge and professionalism is growing. Transform knowledge into value for you, your clients, and the industry with the latest from the nation's leading thought leaders and practitioners in finance, economics, behavioral science, business management, client service, and more at the Institute's Investment Advisor Forum.

Patrick Nolan, CFA ®, Senior Portfolio Strategist

BlackRock Portfolio Solutions Team

Patrick Nolan, CFA®, Director, is a Portfolio Strategist with the BlackRock Portfolio Solutions Team. He leads the team's research efforts on portfolio construction strategies and trends. He is a regular contributor to the BlackRock Blog and other financial media; providing actionable insights drawn from the thousands of advisor engagements in which the team consults each year. Mr. Nolan's service with the firm dates back to 1997, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. Prior to joining BlackRock's Portfolio Solutions team, Mr. Nolan led the Portfolio Strategy team within BlackRock's Model Portfolios and Solutions Group beginning in 2013. His tenure at the firm has included roles within the active portfolio management, iShares ETF, and proprietary models-based businesses. Mr. Nolan earned a Bachelor of Arts degree in economics with a concentration in accounting from Rutgers University. He is a Chartered Financial Analyst, and currently serves as a member of the Upper Freehold Regional Board of Education, in Upper Freehold, NJ.
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