Senior Vice President–Wealth Management
Financial Advisor
Patrick has 18 years of experience in the financial services industry working closely with clients as their trusted advisor. After Landon School in Bethesda, Patrick attended the University of Virginia, where he played on the men's tennis team and graduated from the McIntire School of Commerce with a concentration in finance. As a Portfolio Manager at UBS, he focuses on financial planning and asset management.
Capabilities to impact your life and wealth
– Financial planning, including retirement income analysis with longevity, Monte Carlo, & stress testing
– Asset management, personalized and custom-made with access to institutional managed products and individual securities
– Retirement strategies such as NUA (Net Unrealized Appreciation), income generation, 'stretch' IRAs, risk mitigation
– Wealth Transfer, insurance review/analysis, LTC insurance alternatives, and education of your next generation
My professional achievements and education
– UBS Financial Services 2004 to present
– B.S. in Commerce, University of Virginia
– Landon School
Making a difference in my community
– Former Landon School Alumni Association Board
– Landon School class agent
– St. Thomas Apostle Church, Chair of Finance Council
– Proud supporter of St. Jude's Children's Hospital, Little Sisters of the Poor, & other good causes
Outside the office
– Lives in Bethesda MD with his wife and two sons
– Member of the Edgemoor Club
– Enjoys tennis, platform tennis, cooking, antique textiles, and gardening
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Senior Vice President–Wealth Management
Financial Advisor
Patrick has 18 years of experience in the financial services industry working closely with clients as their trusted advisor. After Landon School in Bethesda, Patrick attended the University of Virginia, where he played on the men's tennis team and graduated from the McIntire School of Commerce with a concentration in finance. As a Portfolio Manager at UBS, he focuses on financial planning and asset management.
Capabilities to impact your life and wealth
– Financial planning, including retirement income analysis with longevity, Monte Carlo, & stress testing
– Asset management, personalized and custom-made with access to institutional managed products and individual securities
– Retirement strategies such as NUA (Net Unrealized Appreciation), income generation, 'stretch' IRAs, risk mitigation
– Wealth Transfer, insurance review/analysis, LTC insurance alternatives, and education of your next generation
My professional achievements and education
– UBS Financial Services 2004 to present
– B.S. in Commerce, University of Virginia
– Landon School
Making a difference in my community
– Former Landon School Alumni Association Board
– Landon School class agent
– St. Thomas Apostle Church, Chair of Finance Council
– Proud supporter of St. Jude's Children's Hospital, Little Sisters of the Poor, & other good causes
Outside the office
– Lives in Bethesda MD with his wife and two sons
– Member of the Edgemoor Club
– Enjoys tennis, platform tennis, cooking, antique textiles, and gardening
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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