Patrick is a senior portfolio manager, family office consultant and institutional consultant at UBS Private Wealth Management and is also currently an Adjunct Faculty Member at Villanova University where he teaches a finance and accounting course. Before UBS, Patrick was a Managing Director at JP Morgan Private Bank.
Patrick has been recognized as a Forbes Best in State Wealth Advisor 2023, Forbes America’s Top Wealth Management Teams 2023, and Barron’s Top 1,200 Financial Advisor 2023. Patrick holds a BA from Johns Hopkins University, an MS from Villanova University, and has earned the CFA® designation from the CFA® Institute.
Patrick is a member of the CFA® Society of Los Angeles, a board member for the Kathy and Frank Baxter Family Foundation, a member of the board of trustees for the Village School, an active volunteer with LA Alliance for College Ready Public Schools, and lives in Los Angeles with his wife and son.
Previous Experience:
J.P. Morgan Private Bank, Managing Director
Rubicon Capital Group
Zeke LP
Susquehanna International Group
J.P. Morgan Investment Bank
Designations:
Series 7
Series 63
Life, accident and health insurance licenses
The Forbes Best-In-State Wealth Advisors rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
The Forbes America’s Top Wealth Management Teams rating is complied by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 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.
