Patrick Dillon is a registered investment advisor, based in Glencoe, IL, with 13 years of industry experience.
Location
Glencoe, IL
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Patrick works as a Client Portfolio Manager for Community Capital Management, an institutional asset manager, since January 2024. This role takes nearly all of Patrick's time.
Employment History
Current Registrations
Pine Distributors LLCBroker
January 2025 - Present · 1 yr 4 mos
Pine Distributors LLC
January 2025 - Present · 1 yr 4 mos
Community Capital Management, LLC
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Foreside Fund Services, LLCBroker
January 2024 - December 2024 · 11 mos
Ethic INC.
January 2023 - November 2023 · 10 mos
Sentinus, LLC
June 2019 - October 2022 · 3 yrs 4 mos
Sentinus-Halo Securities, LLCBroker
April 2019 - October 2022 · 3 yrs 6 mos
Rivernorth Capital Management, LLC
May 2017 - March 2019 · 1 yr 10 mos
Alps Distributors, INC.Broker
August 2016 - February 2019 · 2 yrs 6 mos
Invesco Distributors, INC.Broker
April 2014 - August 2016 · 2 yrs 4 mos
Invesco Advisers, INC.
March 2014 - August 2016 · 2 yrs 5 mos
Zacks & CompanyBroker
September 2012 - March 2014 · 1 yr 6 mos
Zacks Investment Management, INC.
July 2012 - March 2014 · 1 yr 8 mos
Hornor, Townsend & Kent, INC.Broker
December 2010 - August 2011 · 8 mos
State Registrations23 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.