Patrick Ungashick, Chief Executive Officer

“For several years, I have had the opportunity to participate in the Distinguished Clown Corps of Atlanta. This group raises money for Children's Healthcare, one of the largest pediatric care hospitals in the US. Dressed up as clowns, we visit with hospitalized children, march in the annual Atlanta Christmas Parade, and have an all around great time.”

 

Patrick Ungashick is the Chief Executive Officer of Persium, a specialized financial advisory firm that serves three markets: retirement plan committees, owners of closely-held businesses and individual investors. As CEO, his primary role is to create a team at Persium that is focused on meeting clients' needs and exceeding their expectations.

In the field of exit planning, for more than twenty-five years Patrick has provided exit advice and solutions to business owners in a wide variety of industries, from as small as several million in revenues to more than half a billion. Patrick is the author of two books helping business owners prepare for exit: Dance in the End Zone: The Business Owner’s Exit Planning Playbook, and A Tale of Two Owners: Achieving Exit Success Between Business Co-Owners. He has been quoted in the Wall Street Journal, New York Times, Financial Week and other print and radio media. He speaks to several dozen business groups per year how to achieve successful exits.

Outside of work, even though he cannot juggle nor play a musical instrument, Patrick serves as the Head Clown for the Atlanta Distinguished Clown Corps, a group that since inception has raised more than $1 million for Children’s Healthcare of Atlanta, one of the largest pediatric hospitals in the U.S. He also serves on the Board of Directors for the C5 Youth Foundation of Atlanta, a five-year leadership and college-readiness program for high-potential teens from challenging situations.

Patrick graduated magna cum laude from Georgetown University in Washington, D.C. He is a fan of St. Louis Cardinals baseball and the University of Georgia football teams. Patrick has three boys, and lives with his wife Maggie in the Atlanta area.

ph 678.322.3000  /  fax 678.322.3059
Persium Group, LLC  /  6190 Powers Ferry Road, Suite 500  /  Atlanta, GA 30339

Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors, NAVIX — exit planning for business owners, and CoVerity — serving the needs of retirement plan committees.

The Persium Group, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only investment environment.

At Persium Group, we offer three distinct lines of business. Persium Advisors, LLC is an SEC registered investment adviser offering traditional investment advisory and asset management services. CoVerity™ is a brand name through which we provide investment advice and consulting services to sponsors of qualified retirement plans. Through NAVIX®, we provide exit planning services to owners of closely held businesses.
Persium Advisors, LLC and its affiliates do not provide tax or legal advice. Clients are urged to consult their tax or legal advisors to understand the tax and legal ramifications of any actions or investments recommended by Persium.