Pat joined NEPWM in 2021 as Managing Director of Institutional Services, Strategy and Business Development. Pat brings over 25 years of experience in institutional sales and trading at global investment banks including Solomon Brothers, Morgan Stanley, Credit Suisse and Mizuho. His background deepens institutional capital markets perspective to our firm’s offering. Pat will expand NE Private Wealth’s capabilities assisting our clients in navigating increasingly complex financial markets and sourcing bespoke offerings and private investment opportunities. Pat’s addition to the firm can offer additional diversified and uncorrelated investment choices to individuals, families and institutions.
Pat holds multiple securities licenses: FINRA Series 7, 24, 25, 55, 63, 65.
Pat graduated from the University of Richmond with a double major; BS in Finance and a BA in Spanish. He played college golf and continues to enjoy the sport to this day with friends, clients and especially his family. He also enjoys many outdoor activities including fishing, hiking and travel. He lives in long island with his wife and 3 sons. He and his family are active volunteers in their community – working with Glen Cove Boys and Girls Club, North Shore Soup Kitchen, St Dominic’s of Oyster Bay and St John’s of Lattingtown.