Patrick M. Agnew

Investment Operations Associate

Patrick serves as an Investment Operations Associate at Cornerstone, where he supports the firm’s day-to-day investment operations, including account administration, client onboarding, and cross-team coordination. Prior to joining Cornerstone, Patrick held roles as an Operations Analyst II and Senior Operations Analyst at SEI in Oaks, Pennsylvania, where he developed a strong foundation in investment operations and process management. He brings a detail-oriented and hands-on approach to his work, playing a key role behind the scenes in support of both consultants and clients. A longtime Pottstown area resident, Patrick stays closely connected to the community. Outside of work, he enjoys golfing, weightlifting, and running. A former collegiate swimmer, Patrick brings a disciplined and collaborative mindset to everything he does.

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