Pat joined the SFP Wealth team in August of 2021 as a client relationship manager for retirement plans. Prior to this role, Pat held various positions in the financial service industry including sales, asset management, and relationship management at a top 401(k) provider.
As an integral part of the SFP Wealth retirement team, Pat is responsible for managing long-term relationships with our corporate clients, consulting on 401(k) plan design, investments, and product solutions. He is known for being extremely detail oriented, highly engaged, and projects professionalism and competence in a way that assures confidence in those around him.
Pat earned his BA from University of Massachusetts Amherst in Political Science and Psychology and his MBA from the Questrom School of Business at Boston University. He holds the designation of Certified Plan Fiduciary Advisor (CPFA®) and holds his Series 7 and 63 licenses. Additionally, Pat is a Professional Paralegal (PP) and is Lean Six Sigma Green Belt (ICGB) certified.
Pat currently resides in Brookline, MA. He is an avid non-fiction reader, loves to travel, and is known by his nephew as a “funcle”, i.e. a fun uncle. Pat is happiest when he is outside, whether it be on a long motorcycle ride, snowboarding with friends, or scuba diving off the coast of a beautiful beach.