Designations and Licenses

Patrick is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Patrick provides comprehensive financial advisory services to help individuals and their families achieve their long-term goals.

Prior to joining Mariner, Patrick spent eight years working for a variety of firms as a wholesaler. In this role, he consulted with wirehouse, independent and RIA financial advisors across the country. He has significant experience with emerging market mutual funds, ETFs, SMAs and REITs. Before that, he was a financial consultant for five years with Fidelity Investments, where he provided financial planning services and investment guidance to individuals and families.

Patrick has a bachelor’s degree in business with a concentration in finance from Franklin & Marshall College. While there, he was a member of the varsity basketball team.

Personal Interests

Away from the office, Patrick enjoys traveling and spending time with his wife and children. Other interests include basketball, golfing and surfing.