Patrick has over 15 years of experience in the financial services industry working closely with clients as their trusted advisor. After Landon School in Bethesda, Patrick attended the University of Virginia, where he played on the men's tennis team and graduated from the McIntire School of Commerce with a concentration in finance. As a Portfolio Manager at UBS, he focuses on financial planning and asset management.

Capabilities to impact your life and wealth

– Financial planning, including retirement income analysis with longevity, Monte Carlo, & stress testing

– Asset management, personalized and custom-made with access to institutional managed products and individual securities

– Retirement strategies such as NUA (Net Unrealized Appreciation), income generation, 'stretch' IRAs, risk mitigation

– Wealth Transfer, insurance review/analysis, LTC insurance alternatives, and education of your next generation

My professional achievements and education

– UBS Financial Services 2004 to present

– Recognized by Forbes as a "Forbes America's Top Next-Generation Wealth Advisor"

– B.S. in Commerce, University of Virginia

– Landon School

Making a difference in my community

– Landon School Alumni Association Board

– St. Thomas Apostle Church, Chair of Finance Council, usher & Eucharistic Minister

– Proud supporter of St. Jude's Children's Hospital, Little Sisters of the Poor, and other good causes

Outside the office

– Lives in Bethesda, MD with his wife and son

– Member of the Edgemoor Club

– Enjoys tennis, cooking, gardening, and antique textiles

• Forbes America's Top Next Generation Wealth Advisor, 2018
• Forbes Next Generation Best-In-State Wealth Advisor, 2019

• B.S. Commerce - Concentration in Finance and Marketing, University of Virginia - McIntire School of Commerce, May 2004
• Landon School, Bethesda MD

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