Pre- and Post-Liquidity Planning
Five Star Wealth Manager (2016, 2017, 2018, & 2020)
Private school endowment, Investment Committee; Youth basketball, lacrosse, and soccer coach
Patrick is a Senior Wealth Advisor and a Principal of The Colony Group, having brought his expertise in comprehensive financial planning to The Colony Group from Mintz Levin Financial Advisors in 2012. Patrick is a CERTIFIED FINANCIAL PLANNER™ practitioner with extensive experience in counseling high net worth individuals in all areas of financial planning, including cash flow management, investment allocation and management, retirement planning, insurance, and tax planning.
Patrick has lectured on personal finance before corporate and educational organizations, including Harvard University and Boston University School of Law. His prior experience includes mutual fund accounting and custody for domestic equity, international equity, and fixed income funds. He was named a “Five Star Wealth Manager” by Boston Magazine from 2016 – 2020.*
Patrick graduated, magna cum laude, from Susquehanna University, where he earned his BA in Economics and Philosophy. He has also received his Certificate in Financial Planning from Boston University. When not in the office, Patrick enjoys spending time with his wife and three sons, as well as hiking, playing guitar, and the occasional round of golf.
Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Advisors awarded: nine Wealth Advisors for 2015; nineteen Wealth Advisors for 2016; twenty-two Wealth Advisors for 2017; and twenty-two Wealth Advisors for 2018, 2019, and twenty Wealth Advisors in 2020.
We are excited to share that 23 Massachusetts-area senior wealth advisors of The Colony Group have been named recipients of the 2024 Boston Five Star Wealth Manager award by...
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