Patrick directs the firm’s overall strategy and operations. He also runs the firm’s Global Asset Allocation and Wealth Management Practice. Patrick was a Vice President with Bernstein Investment Research & Management (formerly Sanford C. Bernstein & Co., Inc.). With Bernstein, he was in the Institutional Asset Management division where he worked with some of the firm’s largest corporate, pension, endowment and foundation clients. He then moved to the private asset-management practice to apply his investment planning and asset allocation expertise to clients’ particularly complex issues.

He was an Executive Director-Investments in the Private Client Division of Oppenheimer & Co. Patrick earned his Bachelor of Science degree in Economics from California Polytechnic State University at San Luis Obispo. He served on the Board of Directors of the Juvenile Diabetes Research Foundation (JDRF) and continues to support diabetes research through JDRF and the La Jolla Institute.