Patrick works with clients to identify and meet their financial goals. The strategic elements of investment and financial planning and the tangible impact a trusted advisor can play in helping a client meet their long-term goals is what makes his role exciting and rewarding.
Patrick earned his B.B.A. in Finance from Southern Methodist University and his Masters of Business Administration with an emphasis in Finance and Investments from the Olin School of Business at Washington University in St. Louis. Before Moneta, Patrick worked as an advisor at Buckingham Asset Management focusing on both not-for-profit and high net worth clients. Previous to Buckingham, Patrick spent 6 years working in Investment Banking at Stifel Nicolaus & Company and its subsidiary Keefe, Bruyette, & Woods specializing in Mergers & Acquisitions and Capital Offerings in the Financial Institutions Group practice area. Prior to business school, Patrick worked for a regional broker-dealer conducting fixed-income research for a national sales force focused on total return investment managers.
Having worked in various capacities within the financial services sector and with firms of all sizes, Patrick brings a fresh perspective for how the Blair, Sheehan Steffens Team can deliver ‘Raving Fan’ service.
Outside of Moneta, Patrick and his wife, Madeline, are the proud parents of three young children who keep them awake and in shape.
- CERTIFIED FINANCIAL PLANNER™
- Series 7, 63, 65 Certified