525 Junction Road
Suite #8900
Madison, WI 53717
800.969.2208 {Toll Free}
608.664.9600 {Office}
608.664.9601 {Fax}
Staff Biographies
Patrick Poehling
Patrick W. Poehling is Vice-President of Poehling Capital Management, Inc., serving as the firm’s technology coordinator. In addition, his responsibilities include client relationship management and financial planning.
Prior to co-founding Poehling Capital Management, Mr. Poehling had been a financial consultant with AXA Advisors, LLC. He is currently matriculating with the College for Financial Planning in Greenwood Village, CO, working towards the attainment of the Certified Financial Planner designation.
Mr. Poehling received a Bachelor of Science degree in Finance from the University of Wisconsin – La Crosse. There he gained membership in Beta Gamma Sigma, the honor society for collegiate schools of business.
Mr. Poehling is active in promoting the efforts of the Ryan M. Poehling Charitable Foundation, an organization involved in helping students realize the benefit of higher education learning, and helping to provide financial resources for families burdened with the costs associated with caring for a loved one afflicted with a debilitating illness.
E-mail Patrick at pwpoehling@poehlingcapital.com