Patrick works with clients to construct customized portfolios which are designed to help meet each family’s unique goals and objectives.
At Waldron, Patrick specializes in investment strategy, manager due diligence, and portfolio construction. He works closely with clients to develop investment portfolios that are integrated into their overall financial plan. In this capacity, he works closely with other members of the Waldron team in order to provide comprehensive wealth advisory solutions for clients.
Prior to joining Waldron, Patrick worked for a large regional wealth management and accounting firm in a similar capacity. Prior to this, he began his career in financial services at Vanguard. He earned a Bachelor’s degree in Economics from Penn State University and is a CFA charterholder.
Outside of the office, Patrick enjoys watching his favorite sports teams (including the Steelers, Penn State, Penguins, and Liverpool FC), cooking, reading, and golf. He lives in the North Hills of Pittsburgh with his two cats, Athena and Lucy.
