Patrick Briaud

As a Principal at Rockefeller Philanthropy Advisors (RPA), Patrick Briaud helps individuals, foundations and corporations use a range of assets to achieve their social impact goals. He works closely with institutional funders to make strategic shifts in order to best steward their resources and confidently deploy capital to achieve their impact goals. As lead for RPA’s Impact Investing Practice, Patrick supports mission-driven asset-owners to build investment strategies aligned to their individual values or organizational mission. This support includes education and consensus building, Investment Policy Statement development, operating plan implementation and full-service outsourcing of Program Related Investments.

Patrick also manages five customized portfolios across direct debt, direct equity and funds — including sourcing, diligence, execution, monitoring and exit. Patrick also leads RPA’s impact investing thought leadership including the 180-page Impact Investing Handbook and companion Workbook, as well as two primer guides: Introduction and Strategy & Action.

Prior to RPA, Patrick was head trader and investment analyst of Lee Financial’s $900M portfolio.

Patrick has a B.S. in Industrial Engineering and Operations Research from the University of California, Berkeley and an MBA from Yale’s School of Management. He serves on the board of Briaud Financial Advisors and Fifth Third Bank’s National Community Advisory Forum.

Email: pbriaud@rockpa.org | Website: www.rockpa.org | X (Twitter): @rockphilanth

Facebook: www.facebook.com/RockefellerPhilanthropyAdvisors | LinkedIn: www.linkedin.com/company/rockpa