Patrick Tschetter is an experienced 401(k) specialist managing the plan design, plan fiduciary compliance, employee communications/education and investment oversight for AHT’s financial services clients. He is particularly well versed in managing institutional trust portfolios and providing investment consultation services to retirement plan sponsors, foundations and endowments. He is responsible for delivery of investment services, including fund array analysis and selection, performance monitoring, client investment review and presentations.
Patrick joined AHT in 2015 with over 20 years of experience in the industry. Most recently, he held positions in retirement plan services, brokerage and employee benefit services at another large national broker, preceded by his experience as a fixed-income trader and a financial consultant. Patrick’s first tech startup was also a semifinalist in the 2010 Minnesota Cup Competition, which seeks out aspiring entrepreneurs and their breakthrough business ideas.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with AHT Financial Services. Kestra IS and Kestra AS do not provide legal or tax advice and are not Certified Public Accounting Firms.
