Patrick joined Claro Advisors as a Senior Vice President with more than 24 years industry experience. As a Certified Financial Planner™, Patrick uses a holistic approach in working with his clients to help them build confidence and a comfort level that allows them to make informed financial decisions.
Over the past 19 years, Patrick built a wealth advisory business at Morgan Stanley, where he advised business owners, affluent families and retirees. He has significant experience in the areas of financial planning, retirement income planning, tax efficient portfolio construction and managing client portfolios through multiple market cycles. He also has worked with many business owners to help maximize their tax and retirement savings through 401k, Profit Sharing and Cash Balance Plans.
Prior to Morgan Stanley, Patrick was employed in the Private Client Group at Goldman Sachs and Fidelity Investments Brokerage Division. Patrick received his B.S. in Business Administration from the SUNY College at Oswego and his M.B.A. from the Boston College Carroll School of Management.
Patrick and his wife, Kerry, have three children and live in Scituate, MA. He stays active coaching and following his children’s youth sports. In his free time, he enjoys golf, skiing, and Boston sports.