Designations and Licenses

Patrick is a CERTIFIED FINANCIAL PLANNER^TM professional.

Experience and Education

With more than 15 years of investment and wealth planning experience, Patrick delivers broad-based wealth management services for high-net-worth individuals and families. He has experience working with the Procter & Gamble community and other Fortune 500 company executives and employees, where his knowledge of retirement plan distribution strategies, portfolio construction and stock option planning creates a tailored experience for his clients.

Prior to joining Mariner, he was a vice president and private banker with J.P. Morgan’s Private Bank high-net-worth office in Cincinnati serving on the executive wealth team. In this position, he worked alongside J.P. Morgan’s Retirement Plan Services Group. Patrick developed an understanding of various profit sharing plan distribution strategies, stock option awards, restricted stock grants and appropriate planning techniques to help minimize taxes and reduce concentration risk. Previously, he was a vice president and banker at J.P. Morgan Chase’s Private Client Group in Chicago where he was responsible for investment relationships, customizing asset allocations, and he worked comprehensively, advising clients on investments and retirement, estate and tax planning.

He has a bachelor’s degree in business administration from The University of Florida.

Accolades

Patrick was named to the Forbes’ Best-In-State Wealth Advisors list, ranking #49 in Ohio – Cincinnati in 2024, #137 in 2023 and #113 in 2022.

Personal Interests

In his spare time, Patrick enjoys road biking, mountain biking, boating, waterskiing and watching his three kids’ sporting events.

Patrick’s Office

Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2022-2024 were published in April of 2022-2024 and were based on June 30^th data, including 1- and 5-year periods.

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