Patrick serves as a Wealth Advisor at BT Wealth Management. He is responsible for relationship management, comprehensive financial planning, portfolio management, and business development. Since 2016, Patrick has tailored investment advice for the clients of BT Wealth Management focusing on the intersection of personalized retirement & cash flow analysis and modern investment management.
Prior to joining BT Wealth Management, Patrick worked in both institutional and high-net worth investment management. Patrick was AVP of Institutional Equity Sales for Keefe, Bruyette & Woods covering the Southeast for the boutique financial services investment bank. He started his career at JP Morgan Securities focusing on financial planning, traditional investment management, and alternative investment services for high net-worth families.
Patrick is a CERTIFIED FINANCIAL PLANNERTM (CFP®) and holds a Bachelor of Business Administration from Roanoke College. He is involved with the Georgia Lacrosse Foundation as an outreach and diversity coordinator. He also serves as a board member of Open Door Lacrosse, which seeks to promote the game in non-traditional neighborhoods.
An Atlanta native, Patrick and his wife live in East Cobb with their two sons and Brittany Spaniel. He enjoys playing pickup lacrosse and basketball games as well as owning a set of golf clubs.