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Patrick is a Partner in the Los Altos office. He has ten years of experience delivering investment and wealth management services to ultra-high-net-worth individuals, families, and foundations. He is a member of the firm’s Investment Advisory Practice and was formerly the Secretary to the Investment Committee. Patrick is also a member of the Manager Selection Sub-Committee.

Patrick started his career as an Associate in the Investment Advisory group of Deutsche Bank Asset & Wealth Management in New York.

Patrick received his Bachelor of Business Administration in Finance from Fordham University and his Masters of Business Administration in Finance from Fordham University’s Graduate School of Business Administration. He is a CFA charterholder, a CFP® professional, and a member of the New York Society of Security Analysts.

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