With 25 years in the business, Patrick's experience in finance began at the University of California, Santa Barbara where he earned his B.A. in Economics. After graduation, he decided to stay in the area and began his career at Dean Whitter in Santa Barbara.
Before beginning his partnership with UBS in 2014, Patrick spent time at Morgan Stanley, Smith Barney and Wells Fargo Advisors. Through these experiences, Patrick has honed his focus and skills on custom portfolio construction and helping clients reach their goals through comprehensive financial planning and holistic wealth management, all of which he delivers here at Gibraltar Wealth Management at UBS.
An avid cyclist, runner, and swimmer, when Patrick is not outdoors, he can be found spending time with his wife, Meghan, and their three sons - Ryan, Sean, and Liam.
Registered States:
AZ, CA, CO, DC, FL, IL, MA, NY, TX, WA