Patrick is a Vice President at Robertson Stephens on the Technology and Operations team. Patrick has more than 11 years’ experience in the financial services industry with expertise in portfolio accounting and wealth management software.
Prior to joining Robertson Stephens, Patrick was the Investment Operations Manager for the Clarius Group, a shared family office in Seattle, Washington where he managed the firm’s trading and client reporting. Previously, Patrick worked in various roles at Envestnet Tamarac, a SaaS firm focused on the reporting, rebalancing, and CRM needs of Registered Investment Advisors. Patrick began his career as a financial professional with AXA Advisors where he focused on the 403(b) marketplace.
Patrick earned a BA in Business Administration with a focus in Finance from the University of Washington’s Foster School of Business. He is a CFA® charterholder and member of the CFA Society New York. Patrick and his wife, Meagan, recently moved to New York City from Seattle and spend their free time excitedly exploring the musical, culinary, and artistic offerings of their new city.