Focus Area
As co-head of Fiduciary’s Investment Department, Pat is responsible for the strategic direction of the firm’s multi-asset class investment philosophy. He oversees Fiduciary’s proprietary asset allocation process, U.S. stock selection strategy, private asset investment platform, and investment account risk monitoring. Pat co-leads the firm’s Investment Committee and is a thought leader on the global economy and financial markets.
Experience
Prior to joining Fiduciary, Pat worked at Fidelity Investments in the Workplace Investing segment where he designed fund lineups for 401k plans. Previously, he worked in private wealth management at Morgan Stanley
Personal
Pat lives in Waltham, MA with his wife and two daughters. He enjoys working out, grilling, and reliving the glory days of the New England Patriots dynasty.
