Patrick currently serves as Managing Director, advising affluent families and institutions on asset allocation, portfolio construction and ongoing wealth strategies.
He has over 20 years of experience within the financial services industry, having previously served as Managing Director and Alternative Investments Director with The McGlothin Group at Morgan Stanley. He was recently named as a Forbes Best-In-State Wealth Advisor.
Patrick graduated from the Calloway School of Business and Accountancy at Wake Forest University with a B.S. in Business. He holds his Series 7, 31, 63 and 65 licenses.
Patrick currently resides in his hometown of Knoxville, TN, where he is heavily involved with his community. He holds active board memberships with organizations including Knoxville Symphony Orchestra, Senior Citizens Home Assistance Service and Knoxville Fellows Program. Outside of his professional and philanthropic commitments, Patrick enjoys annual international travel with his father, serving his church community, following collegiate athletics and spoiling his niece and nephew.
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*Forbes/Shook Best-In-State Wealth Advisors ranking awarded in April 2025 based on data from 6/30/23-6/30/24. Neither NewEdge Wealth nor its employees pay a fee in exchange for these rankings.