Patrick performs quantitative analyses on LVW’s traditional and non-traditional investments and has proven skills in portfolio construction and evaluating investment managers. His assimilation of information from LVW’s network of analysts supports the thoroughness and depth of LVW’s recommendations to both its individual and institutional clients.
Patrick also guides technology initiatives which include LVW’s robust relationship management, and research and analytical software applications.
In his previous position, Patrick was involved in every aspect of the wealth management process and was responsible for constructing, implementing and monitoring investment portfolios.
Patrick earned business administration and psychology degrees (Summa Cum Laude) from SUNY Buffalo in 2006. He has passed the Series 7 and Series 66 exams, and is a CFA® charterholder.
He is an avid outdoorsman living in a suburb of Rochester, NY, with his wife, Kate, and son, Abe.