Patrick joined the firm in 2019 and works in the New York office as a Senior Client Service Associate. He assists clients by serving as a resource for questions about accounts and investments, moving assets and positions on their behalf, and aiding advisors in their daily activities. Originally from Boston, Patrick now resides in Greenwich, CT and enjoys playing lacrosse for a club league and traveling in his spare time.

Previous Experience

  • Captain and President of Geneseo Landshark Lacrosse
  • Geneseo Volunteer Fire Department

Education & Credentials

  • BA, SUNY – Geneseo, Political Science