Patrick Scherer

At Compound Planning, Pat advises individuals and families, including business professionals, engineers, business owners, and retirees, to create customized financial strategies that align with their unique needs and objectives.

Pat specializes in high-net-worth families, focusing on complex tax and income planning, trust and estate design, concentrated position hedge strategies, alternative investments, and namely equity compensation. He leverages his deep understanding of global asset allocation strategies to provide tailored solutions. Patrick received his B.S. in Economics and Finance from Canisius College in Buffalo, NY. Prior to joining Compound, Pat’s experience spanned the wealth management ecosystem, including global banks, trust companies, and top RIAs. Pat is a Certified Financial Planner™ professional and a Chartered Financial Consultant. When Pat’s not helping clients, he enjoys spending time with his wife, Julia, and son, Charlie. They love trying new restaurants and traveling to new places. Pat enjoys golfing in the summer and playing hockey in the winter. He is a former board member of the Financial Planning Association of Maryland and chair of their Community Outreach Committee, providing free financial advice to underserved members of the Baltimore community, where he previously resided before moving to Pittsburgh. He is also a current mentor to students at his alma mater enrolled in their portfolio management class.