Patrick Poehling

Patrick Poehling serves as Vice President at Poehling Capital Management, Inc. in Madison, WI, where he focuses on portfolio management, client relations, and overseeing investment strategy for private wealth clients. Prior to his current role, Patrick gained experience as an Advisor at AXA, honing his expertise in comprehensive financial planning and portfolio construction, particularly for individual investors and families.

His investment focus covers public equities, fixed income, and diversified portfolio solutions tailored for high-net-worth individuals and their trusts, with emphasis on risk management and long-term capital appreciation. Patrick is also known for leveraging his background in real estate management, which informs his approach to alternative investments and asset diversification.

Patrick's career includes substantial experience in real estate brokerage and property development, notably with Woodcliff Properties, Inc., before transitioning to financial services and ultimately to Poehling Capital Management. He is recognized for his practical approach to fiduciary responsibility and client-centered portfolio solutions, as well as his contributions to investment strategy in both private wealth and real estate asset classes.