Patrick is a member of the TwinFocus Client Advisor team and, accordingly, works directly with clients to provide financial planning solutions to ensure outstanding client service across the firm’s entire wealth management offering.
His work with clients spans the full range of issues related to wealth management, including investment analysis, estate planning and financial education. Patrick has expertise in financial planning and modeling, which enables him to provide the firm’s clients with a holistic view of their overall situations. He is a critical bridge in liaising with the Investment Advisory and Operations Teams at TwinFocus to effectuate the firm’s various wealth advisory solutions.
Patrick came to TwinFocus with over a decade of experience working with high-net-worth clients, most recently at PNC Bank’s wealth management office in Boston. As an Assistant Vice President, he was directly responsible for managing client relationships and next generation beneficiaries, executing their estate plans and providing consultative wealth advisory solutions in an effort to achieve their financial goals. Earlier in his career, Patrick worked with a broad array of sophisticated clients while at Cambridge Trust Company and CIC Wealth Management.
Patrick attended Gettysburg College, a logical destination for a history buff from Concord, Massachusetts, where he earned his Bachelor of Arts degree. He is also a graduate of Boston University’s Financial Planning Program, and is a CERTIFIED FINANCIAL PLANNER practitioner. Patrick also holds the designation of Certified IRA Services Professional from the Institute of Certified Bankers.
Patrick is a resident of Cohasset, where he enjoys coastal living with his wife, Alethea and their two awesome kids, Jack and Emerson. Dedicated to his community, Patrick is the Vice Chairman of the PlayBall! Foundation, which underwrites middle school athletics for the Boston and Lawrence public schools.