Patrick Casale, CPA

Client teams appreciate Patrick’s candor and the way he works to build genuine relationships. This facilitates an elevated client experience where the flow of information and ideas is constant and productive.

Starting his public accounting career in 2020, Patrick works with clients managing a variety of products, including traditional mutual and hedge funds, exchange-traded funds, series trusts, business development companies and closed-end funds. Patrick works closely with client teams to understand complex investments and their impact to financial statements.

• Ohio Society of CPAs
• American Institute of CPAs

Patrick lives in Cleveland, Ohio, where he enjoys hiking the Metroparks. An avid traveler, Patrick’s favorite trips include Montreal and an extended stay in Piedmont, Italy. He also enjoys spending time with his family, reading and following Liverpool FC.