Patrick Krulik is Head of Investments for IMA Private Wealth & Retirement.  He has nearly 20 years of experience in investment management, working closely with financial advisors to support and grow their practices.

Prior to joining IMA in 2024, Patrick served as Chief Investment Officer of GeoWealth and Chairman of its Investment Committee.  He joined GeoWealth via its acquisition of First Ascent, an RIA that provided outsourced portfolio management solutions for advisors.  Prior to that, he served in positions of increasing responsibility at Envestnet where he was involved in discretionary portfolio management, development of asset allocation strategies, manager due diligence and selection, new product design, and advisor consulting.

Patrick holds a BS in Business Administration, with an emphasis in Finance from the University of Colorado. He is a CFA® charter holder.