Patrick joined our team in 2018. His primary role is to support our investment process by working (under Ellis Green’s supervision as Managing Director) on investment research, market trends, asset allocation, portfolio monitoring and reporting.
He is working to obtain his series 7 and series 63 licenses, which will enable him to assist clients directly with trading needs.
A native of Atlanta, Patrick graduated from Wofford College with a Bachelor of Arts degree in Finance and minor in Accounting. Patrick was a member of the Wofford golf team for four years. He enjoys spending time with friends and family, supporting Wofford and UGA athletics, playing golf, and travel.