As an Associate Director in the firm’s Washington, DC area office, Patrick is responsible for providing highly-customized solutions designed to improve and simplify the financial lives of the clients with whom he works. Patrick supports some of Pathstone’s largest and most complex relationships by helping to manage the construction of client portfolios in areas including asset allocation and manager selection. With over 10 years of experience, Patrick has been extensively involved in coordinating complex solutions for the estate, tax, insurance, and philanthropic needs of the clients he serves.
Before joining Pathstone, Patrick was an Associate Director at Convergent Wealth Advisors. He was a member of a team that served over 30 families, managing almost $2 billion of family assets, and was the main point of contact for many clients.
Patrick earned his Bachelor of Arts degree in Economics from Amherst College in 2008. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Washington, DC. Patrick is also a Certified Financial Planner™ professional and has passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam.