Patrick graduated in 2005 with a Bachelor’s degree in Investment Finance from the Isenberg School of Management, University of Massachusetts. After working for an investment management firm in Boston, Patrick started his own Financial Planning practice in 2009. Later in 2014, he merged his practice with our team, Horizon Wealth Partners.
Patrick has his Series 6, Series 7, Series 65, and Series 63 Securities licenses. Additionally, he holds the following professional designations:
- Certified Financial Planner (CFP®)
- Certified College Financial Consultant (CCFC®)
- Behavioral Financial Advisor (BFA®)
In his free time, Patrick likes long-distance biking and recently completed his first 100 mile ride. Additionally, Patrick is in his second semester of coursework learning to read, write, and speak Hebrew as his partner is originally from Israel. Once travel restrictions ease, he wants to continue his goal of visiting a new country every year. To date, he has visited Australia, Figi, New Zealand, Ireland, Iceland, Jordan, the UAE, Israel, Palestine, France, the Netherlands, and Thailand!