Pat joined UBS in 2009 after 28 years at Smith Barney. As a Senior Vice President, Pat is primarily responsible for the team’s investment strategy, research, portfolio design, and implementation. Launching his career at one of the “Big 8” accounting firms, Pat subsequently became a Financial Advisor in late 1981. Over the past 30+ years, Pat has encountered the entire spectrum of market cycles and has gained extensive knowledge of the financial markets. Born and raised in Hot Springs, Arkansas, Pat moved to Texas in 1980 and now resides in Dallas with his wife Emily and two children, Taylor and Annemarie. In addition to enjoying water sports, fly fishing, and playing guitar, Pat is active within his Church as a volunteer with the youth group and a member of the Foundation Board. Pat serves as Chairman of Crossfire Ministries focusing on mentoring inner city Hispanic boys, steering them away from gang membership and towards transformation and living productive healthy lives. He has also served on the Board of Mental Health in Dallas.
Registered States:
AR, AZ, CA, CO, CT, FL, GA, IL, KY, MA, MD, MN, MS, NY, OH, OK, SC, TN, TX, UT, VA, VT