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Patrick Pucher, CFA®

Senior Wealth Advisor

Contact Information

900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
Phone: 847-722-6645​

Background

Patrick Pucher delivers comprehensive financial guidance to his clients, designing bespoke strategies that encompass investment management, tax optimization, estate planning, business planning, and risk mitigation. His mission is to simplify financial complexities, empowering clients to focus on their priorities—whether it’s family, business growth, or philanthropy.

With over two decades of experience in financial services, Patrick has cultivated deep expertise across global investment management. He brings a proven track record in managing direct and alternative investments, as well as in partnering with business owners and family offices to achieve their unique goals.

Patrick most recently served as Head of Capital Markets at Deep Field Asset Management, following impactful roles at an equity hedge fund, private credit firms, and two global asset management firms. His diverse career underscores his ability to navigate complex markets and deliver tailored solutions.

A CFA® Charterholder and active member of the CFA Institute, Patrick earned his degree in Corporate Finance from Ball State University. Outside of work, he enjoys gardening, finding fulfillment and balance in nurturing his green spaces.

Areas of Focus

  • Wealth Management 
  • Financial Planning  
  • Tax Planning and Optimization 
  • Estate Planning and Wealth Transfer 
  • Investment Management 
  • Risk Management 

Investment advisory services offered through HUB Investment Partners LLC, an SEC registered investment advisor f/k/a TCG Advisors LLC. Insurance Services offered through HUB International. HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S. HUB FinPath and Tax Services are offered through RPW Solutions. Cypher is offered through Cypher Security, LLC. Consulting Services are offered through TCG Consulting Services, LLC. TeleWealth virtual meetings are offered through TCG Advisors. TCG Advisors, TCG Administrators, HUB FinPath, RPW Solutions, Cypher Security, LLC and TCG Consulting Services are under common ownership of HUB International and are affiliates of TCG Advisors. Legal and Tax advice may be provided by Hessler Legal, an unaffiliated law firm. Certain of TCG Advisors’ investment advisory representatives may also be affiliated with Hessler Legal. TCG Advisors does not receive compensation from Hessler Legal for referrals.

HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S. Employees of HUB International may offer securities through partner Broker Dealers not affiliated with HUB. Employees of HUB International provide advisory services through both affiliated and unaffiliated Registered Investment Advisors (RIA). Global Retirement Partners, LLC, HUB Investment Advisors, TCG Advisors, Millennium Advisory Services, and Sheridan Road Advisors, LLC are wholly owned subsidiaries of HUB International.

 

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