Patrick graduated from the University of Maine, Orono with a Bachelor of Arts degree in Mass Communication. He joined The Financial Advisors in 2017 after nearly 17 years working for a Boston-based investment advisory firm. Patrick’s primary responsibilities were working with clients to plan for a broad range of financial and life goals, portfolio construction and account management, and equity and fixed-income research. He also helped guide the firm’s overarching investment strategy, focusing on macro themes and trends that drive shareholder returns.
Patrick lives in Newburyport, MA with his wife Anne and two children. He enjoys spending time with his family, reading, and working on his many DIY projects. He is active in the community and currently serves as President of the Board of Directors of Opportunity Works, and as Treasurer for the St. John’s Masonic Lodge in Newburyport.