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Meet Patrick Bourbon of Bourbon Financial Management

Today we’d like to introduce you to Patrick Bourbon.

Patrick grew up in the city of Toulouse in the south of France. His passion for investments started in his early teens, when his mother took him for visit of the Paris stock exchange. At that time, he was given a $2 bill. From that point on, he became fascinated by currency management and he started to check its value in French Francs every week. His interest in stocks grew when he created an investment club in 1997.

In 1996, he took his early passion for finance to Paris, where he opened an investment club, and managed a portfolio of stocks and mutual funds in Euros. He graduated top of his class, earning his Master of Science in Engineering (EPF Ecole d’Ingenieurs). In the meantime, he discovered how the financial markets worked during internships at BNP Paribas in Chicago, JP Morgan in Paris, and Euronext/NYSE in London and Chicago. His early work experience in financial services impressed upon him the values of excellence and integrity.

In 1999, he relocated to Chicago to work again for Euronext/NYSE, and started to manage a second fund of funds (in U.S. Dollars this time). He also earned a Master of Science in Finance (Illinois Institute of Technology – graduated Beta Gamma Sigma).

In 2000, he joined the prestigious equity team at UBS Global Asset Management-Brinson Partners, which managed $600 billion, where he quickly rose in the ranks. He became the youngest associate investment analyst. He  began to develop a reputation for his expertise in equity research and portfolio management. While his education in engineering and finance has given him a solid foundation in financial analytics, it is his thorough understanding of the valuation and investment process and systems that truly set him apart.

After 15 years of helping friends with their investments, he created Bourbon Financial Management, and decided to bring his money management experience to help individuals and families live the life they want. His goal is to give you the best possible chance of having a successful and comfortable retirement. Being competent was no longer enough. He wanted meaning.

He is the top Google search for “Financial Management Chicago.”

He strongly believes in giving back to Chicago. He is very engaged in Chicago’s civic community, actively serving as chairman of Stuart Investments, member of the Board of Advisors of the Stuart School of Business at the Illinois Institute of Technology, and the treasurer of the South Shore Drill Team. Since 2006, he has been the President of UFEC/AFFC. In 2014, he was elected “Conseiller Consulaire” with the Consulate of France.

He enjoys wine tastings (Pomerol and Champagne are his favorites) and traveling. So far, he’s been to more than 30 countries and speaks English, French, and Spanish. He also studied Japanese, Russian and Greek. He also has a French accent that he polishes every morning.

When it comes to investing, he believes in discipline, precision, simplification, slowing down, independent thinking, having a systematic process, keeping questioning past decisions, being methodical, using checklists, and relying on data (what it says and what it does not say). He is focused, pragmatic, analytical, cautious, humble, and believes that there is always room for improvement and seek ways to get better.

Has it been a smooth road?
More regulations and risks.

Going from high paying job to finding clients when you start from nothing.

So, as you know, we’re impressed with Bourbon Financial Management – tell our readers more, for example what you’re most proud of as a company and what sets you apart from others.
BFM is unique because:

– We are fee-only to avoid conflict of interest (no commission on recommended financial products).

– No minimum of assets required.

– 50% of client are expatriates who now live in the US (mainly Chicago).

Patrick is your personal Chief Financial Officer. He is knowledgeable in preserving and growing your wealth, as well as risk management, asset allocation, and mutual funds / ETF selection having relationships with more than 400 investment managers and having selected funds / ETF for more than 20 years. His aspiration is to make sure that you have enough assets as long as you live so that you can enjoy a comfortable retirement at your chosen lifestyle.

His main goal is to give you the best tools possible to improve your financial decisions given your loss tolerance. He provides knowledge and customized strategies in order to make effective diversified investments. He explains the possibilities so that you can make wiser and better long-term decisions depending on your unique situation. He hopes to bring organization to your financial life.

He is a talented and dedicated investment professional, with a client-centered focus, who wishes to share his investment passion and experience. He is constantly striving for excellence. His unique combination of international experience and strong educational background give him a significant edge when it comes to analytical depth as well as optimizing your wealth. His unique combination of global professional experience, project management and high-level analytical skills bring value to your long-term goals.

He loves sports. For 10 years, he has participated in ski and tennis competitions, winning more than 25 contests. Competition has taught him concentration, persistence, discipline, self-control, humility, and confidence. It has helped him understand that defeats / failure experiences are to be expected and are good learning opportunities.

Ultimate success can be attained by learning from past experiences. Sports and its mental side was a constant positive and influence in his life. Sometimes, the main adversary is yourself. Like in entrepreneurship, you need discipline and determination to compete. Move quickly from past mistakes or you will miss opportunities.

Let’s touch on your thoughts about our city – what do you like the most and least?
Best:

-Restaurants (of course, I am French!)
-Social/Cultural events
-Diversity
-Biking on lake shore drive (and the suburbs)
-Sun shine (vs London where it rains a lot)
-Quality of life

Pricing:

  • Most clients pay only $300 to $500 monthly (when assets double, the fee is the same contrary to other advisers who are charging 1%-1.5% of the assets).

Contact Info:

Getting in touch: VoyageChicago is built on recommendations from the community; it’s how we uncover hidden gems, so if you know someone who deserves recognition please let us know here.

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