Experience

Patrick is First Vice President of Wealth Management and Senior Portfolio Manager at Southpointe Wealth Management. He specializes in portfolio construction and investment management. Patrick brings over 40 years of experience in equity and fixed income investment strategies while managing individual, family and related institutional assets.

He provides clients with personalized financial blueprints and an investment strategy that is straightforward and transparent. As a result, Patrick has formed long-term relationships with his clients that often span multiple generations and market cycles.

Patrick graduated from Penn State University with a Bachelor's in Business Administration. He and his wife divide their time between Pittsburgh and Aiken, SC. They have three grown children and five grandchildren.

He is proud to work alongside his daughter and business partner, Laura Freedman.

Laura Freedman is a financial advisor who specializes in executive financial planning and working with women to become informed and engaged in long term financial decision-making. Prior to joining her father at Southpointe Wealth Management of UBS Financial Services, she was a Senior Human Resource Executive for a Fortune 500 company and Executive Consultant. Laura brings over 25 years of experience advising leaders on business strategy and mitigating risk. She holds a Masters in Business Administration from the University of Pittsburgh Katz School of Business and is a Certified Executive Coach.

In addition to her career, Laura is actively involved in the community. She serves on the St. Clair Hospital Board of Directors and is board chair of Strong Women Strong Girls, a multi-generational mentoring program that empowers girls in under-resourced communities through a curriculum focused on strong female role models. Laura also serves on the Pitt Business Alumni Board and is President of the Katz Alumnae Council which supports the professional growth and advancement of women students and alumnae.

Laura and her husband live in the South Hills, have 20 year old twins and a very large dog.

Joyce joined UBS Financial Services in 2015 as a Senior Registered Client Associate and is an integral part of our business.  You will appreciate her commitment to you and long-standing experience in the financial services industry with your initial contact. Joyce will assist you with any administrative aspects of your accounts and will handle your requests quickly and professionally.  As a resident of Pittsburgh's South Hills, she is an outdoor enthusiast and can be found biking at many of the rails-to-trails in the area.