About Patrick
Patrick believes a financial plan is only as good as its implementation and seeing the plan through is one of the most rewarding parts of his job. He loves helping clients solve their financial puzzle, pulling apart plans and discovering concepts that question industry norms.
Patrick and his team design financial plans built on modern portfolio theory and evidence-based research. They leverage Focus Partners Wealth’s own industry thought leaders and portfolio management team to build investment portfolios tailored to a client’s unique plan. They also partner with CPAs and other client professionals to coordinate financial plans. Ongoing consultation with clients and evaluation and adjustment to plans allow the team to protect the goals and values of their clients’ financial future.
Patrick serves on the board of YES Community Counseling Center and is an active member of the American Institute of CPAs (AICPA), the Financial Planning Association (FPA), and the Society for Human Resource Management (SHRM).
Born and raised on Long Island, Patrick currently lives in Massapequa, New York, with his wife. Coming from a family of electricians and woodworkers, in his off time you can find Patrick involved with a hands-on project either working on the house or building something. He is a gardener and enjoys going “out East” to the wineries of Long Island. Patrick does enjoy the occasional cigar (and appreciates them, as his late grandfather had one of the largest cigar cutter collections in the world), and is an avid espresso drinker.
Education and Professional Milestones
-Stony Brook University - bachelor of science in applied mathematics and statistics
-Was regional vice president at Zenith Marketing Group, educating financial advisors and coordinated insurance solutions for broker-dealers
-Began his financial services career at Chase Bank (formerly Washington Mutual)
Patrick believes a financial plan is only as good as its implementation and seeing the plan through is one of the most rewarding parts of his job. He loves helping clients solve their financial puzzle, pulling apart plans and discovering concepts that question industry norms.
Patrick and his team design financial plans built on modern portfolio theory and evidence-based research. They leverage Focus Partners Wealth’s own industry thought leaders and portfolio management team to build investment portfolios tailored to a client’s unique plan. They also partner with CPAs and other client professionals to coordinate financial plans. Ongoing consultation with clients and evaluation and adjustment to plans allow the team to protect the goals and values of their clients’ financial future.
Patrick serves on the board of YES Community Counseling Center and is an active member of the American Institute of CPAs (AICPA), the Financial Planning Association (FPA), and the Society for Human Resource Management (SHRM).
Born and raised on Long Island, Patrick currently lives in Massapequa, New York, with his wife. Coming from a family of electricians and woodworkers, in his off time you can find Patrick involved with a hands-on project either working on the house or building something. He is a gardener and enjoys going “out East” to the wineries of Long Island. Patrick does enjoy the occasional cigar (and appreciates them, as his late grandfather had one of the largest cigar cutter collections in the world), and is an avid espresso drinker.
Education and Professional Milestones
-Stony Brook University - bachelor of science in applied mathematics and statistics
-Was regional vice president at Zenith Marketing Group, educating financial advisors and coordinated insurance solutions for broker-dealers
-Began his financial services career at Chase Bank (formerly Washington Mutual)