Director of Investments + Wealth Management
As the Director of Investments + Wealth Management, Patrick brings 10+ years of experience in managing portfolios for both private clients and institutions.
Patrick is a leader on the investment team and is responsible for setting investment philosophy and directing the investment process. His expertise lies in overseeing the strategic and tactical asset allocation decisions across multiple asset classes, including public equities, public bonds, as well as alternative vehicles such as real assets, hedge funds, and private equity funds.
Prior to joining Source Financial Advisors, Patrick was a portfolio manager and lead analyst for Morgan Stanley, as well as specialist at U.S. Bank.
Patrick graduated from the University of Kentucky and is a Chartered Alternative Investment Analyst (CAIA) charter holder and a member of the CAIA New York chapter. Patrick lives with his wife and dog and in his spare time, enjoys playing hockey, spending time with the family, and watching basketball.