About Me
Patrick received his bachelor’s degree in Finance and Marketing from Marquette University in Milwaukee, Wisconsin. He then moved back to the bay area to begin his career at Fidelity Investments. Patrick was responsible for servicing client accounts and providing Investment advice for the Private Client Group. At the end of 2018, Patrick moved into Fidelity Family Office Services group were he focused on ultra high net worth individuals. Patrick joined the team in the fall of 2020 as a Financial Advisor.
Patrick has attained the CFP® (CERTIFIED FINANCIAL PLANNER®™) designation and is focused on helping clients plan, implement and advise clients on achieving their financial goals. Patrick partners with our clients to put together individualized investment and retirement plan strategies.
He currently lives in San Francisco, California. In his free time, Patrick enjoys playing golf and cooking.
Securities Agent: MD, DC, OH, NV, FL, WA, NC, SC, ID, HI, AZ, WI, TN, NJ, MA, SD, NY, MO, MI, VA, TX, OR, GA, CO, CA, IL, UT, MN; General Securities Representative; Investment Advisor Representative