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Patrick Haugh

CFP®*

Managing Director

  • Partner

As the Managing Director in Pathstone’s Anchorage, Alaska office, Pat is responsible for advising families on a variety of wealth management issues including investment management, trust and estate planning, income taxes, and education for the next generation.  He also serves as the team leader to other advisors in the Anchorage office, ensuring the successful delivery of wealth advisory services to clients while managing, mentoring, and assisting junior advisors towards reaching their own professional goals.

Pat’s disciplined nature and eye for detail help to ensure a consistent client service experience. He holds himself to high standards for client care, working closely with his clients’ external advisors to ease any client burden. He also seeks to bring a personal understanding to each client relationship in order to help clients make insightful decisions when difficult times arise. This quality serves Pat well as he customizes financial solutions, which are thoughtfully designed to meet clients’ individual needs and family wealth objectives. By doing all these things for his clients, he prides himself by adding time back into his client’s lives.

Prior to joining Pathstone, Pat was a Managing Director at Cornerstone Advisors, where he served as the main point of contact to many of the more complex client relationships and was a critical resource to mentoring junior colleagues. Prior to Cornerstone Advisors, Pat spent 12 years at Smith Barney and Morgan Stanley as an advisor to their high net worth individuals. In that role, he delivered personalized advice and solutions based on each client’s specific financial goals. Prior to joining the financial industry, Pat spent over 22 years in the United States Air Force and retired after being stationed in a multitude of locations around the world.

Pat graduated magna cum laude from the University of Alaska Anchorage School of Business earning a Bachelor’s degree in Finance. He holds the Certified Financial Planner™ designation.  Pat has also passed the Financial Industry Regulatory Authority (FINRA) Series 66 & 63, as well as his Series 7 exam.

In Pat’s spare time he is passionate about the outdoors, whether it’s fly fishing, skiing, traveling abroad and cooking. Pat and his wife Katrin reside in Eagle River, Alaska.

 

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to   individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Group

Partner

Client Service Team

Investment Advisory

Certification

CFP®*

Office

Alaska

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As the Managing Director in Pathstone’s Anchorage, Alaska office, Pat is responsible for advising families on a variety of wealth management issues including investment management, trust and estate planning, income taxes, and education for the next generation.  He also serves as the team leader to other advisors in the Anchorage office, ensuring the successful delivery of wealth advisory services to clients while managing, mentoring, and assisting junior advisors towards reaching their own professional goals.

Pat’s disciplined nature and eye for detail help to ensure a consistent client service experience. He holds himself to high standards for client care, working closely with his clients’ external advisors to ease any client burden. He also seeks to bring a personal understanding to each client relationship in order to help clients make insightful decisions when difficult times arise. This quality serves Pat well as he customizes financial solutions, which are thoughtfully designed to meet clients’ individual needs and family wealth objectives. By doing all these things for his clients, he prides himself by adding time back into his client’s lives.

Prior to joining Pathstone, Pat was a Managing Director at Cornerstone Advisors, where he served as the main point of contact to many of the more complex client relationships and was a critical resource to mentoring junior colleagues. Prior to Cornerstone Advisors, Pat spent 12 years at Smith Barney and Morgan Stanley as an advisor to their high net worth individuals. In that role, he delivered personalized advice and solutions based on each client’s specific financial goals. Prior to joining the financial industry, Pat spent over 22 years in the United States Air Force and retired after being stationed in a multitude of locations around the world.

Pat graduated magna cum laude from the University of Alaska Anchorage School of Business earning a Bachelor’s degree in Finance. He holds the Certified Financial Planner™ designation.  Pat has also passed the Financial Industry Regulatory Authority (FINRA) Series 66 & 63, as well as his Series 7 exam.

In Pat’s spare time he is passionate about the outdoors, whether it’s fly fishing, skiing, traveling abroad and cooking. Pat and his wife Katrin reside in Eagle River, Alaska.

 

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to   individuals who successfully complete CFP Board's initial and ongoing certification requirements.