PROFESSIONAL PROFILE

Patrick started his private practice at Merrill Lynch to serve the wealth management needs of high-net-worth individuals, families, and business owners. Patrick prides himself on his investment management approach which is truly customized for the individual needs of his clients.

Patrick holds the Series 7 and 66 registrations as supervised by the Financial Industry Regulatory Authority (FINRA). Patrick holds professional licenses in Life, Long-Term Care Insurance and Annuities. In addition, Patrick has earned several professional designations including the Chartered Retirement Planning Counselor (CRPC®) and the Certified Special Needs Advisor (CSNA).

Patrick works with his clients for the long term. Customized services include: discretionary investment portfolio management; comprehensive retirement planning; stock option analysis; hedging and monetization of concentrated equity positions; and wealth preservation and transfer strategies.

Patrick serves as a co-chairman member of The American Ireland Fund and remains active with his alma mater, Siena College. Patrick lives with his wife Carolyn in Hingham, Massachusetts.