Prior to joining Shepherd Financial Partners, Patrick worked at Northwestern Mutual as a Financial Representative. He built client relationships and tailored solutions designed to help meet their life and disability insurance needs. Patrick continued his career in the financial services industry at Merrill Lynch Wealth Management. During his time at Merrill Lynch he built strong relationships with clients in order to help them achieve long-term personal financial goals.
After spending time at both Northwestern Mutual and Merrill Lynch, Patrick decided to change the trajectory of his career through working within a smaller RIA. He is a firm believer in always placing the best interests of the client before his own. The fiduciary capacity in which Shepherd Financial Partners serves its clients effectively allows him to do just that.
Patrick graduated from Hobart College in 2017 with a BA in Economics. He was a four-year varsity athlete on the Hobart Men’s Tennis Team and a two-time elected captain. He still enjoys playing tennis, along with golf and basketball in his free time.
Patrick currently holds his Series 7 and 63 registrations with LPL Financial, and Series 66 registration with both Shepherd Financial Partners and LPL Financial. He also holds his Massachusetts Life, Accident & Health insurance licenses.