Patrick serves as a Senior Financial Planner at BT Wealth Management. He is a CERTIFIED FINANCIAL PLANNERTM (CFP®) and alongside the wealth advisors, is responsible for relationship management and comprehensive financial planning.
Patrick joined BT Wealth Management in 2016 bringing experience in both institutional and high-net worth investment management. Prior to joining, 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 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 Sandy Springs with their two sons and Brittany Spaniel. He enjoys playing pickup lacrosse and basketball games as well as owning a set of golf clubs.