#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
Managing Director–Wealth Management
Financial Advisor
Over the past 25+ years, Patrick has shepherded clients through every stage of their lives - from starting careers to long, rewarding retirements - while weathering the various world crises thrown our way.
His skill at building and running custom investment portfolios allows him to solve one of retirement’s most common problems – generating income – while tailoring risk and reward to match personalized client wishes. This passion for asset management has helped him make a meaningful impact on his clients’ lives, all while providing thoughtful advice and guidance gained through decades of experience.
As an avid cyclist, runner, and swimmer, Patrick uses his time away from the office to summit some of the tallest mountain peaks in the United States. He also provides mentorship to recent college graduates looking to start careers in finance. At home, he’s trying to keep up with his three sons or spending time with his wife, Meghan.
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Managing Director–Wealth Management
Financial Advisor
Over the past 25+ years, Patrick has shepherded clients through every stage of their lives - from starting careers to long, rewarding retirements - while weathering the various world crises thrown our way.
His skill at building and running custom investment portfolios allows him to solve one of retirement’s most common problems – generating income – while tailoring risk and reward to match personalized client wishes. This passion for asset management has helped him make a meaningful impact on his clients’ lives, all while providing thoughtful advice and guidance gained through decades of experience.
As an avid cyclist, runner, and swimmer, Patrick uses his time away from the office to summit some of the tallest mountain peaks in the United States. He also provides mentorship to recent college graduates looking to start careers in finance. At home, he’s trying to keep up with his three sons or spending time with his wife, Meghan.
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Managing Director–Wealth Management
Financial Advisor
Authorized Officer
Senior Wealth Strategy Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Authorized Officer
Senior Wealth Strategy Associate
Client 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
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
For some of life's questions you're not alone. Together we can find the answer.
With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
Wealth Manager of the Year
Environmental Finance IMPACT Awards 2020
Best
Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022
