As a Regional Director with Halbert Hargrove’s Scottsdale office, Pat ensures that his team successfully guides clients towards reaching their financial objectives. “I take great satisfaction in helping others achieve their dreams and closely following the global markets,” he says. “I feel truly blessed in working with highly professional, ethical and kind teammates to improve our clients’ financial futures—brainstorming with them to develop creative solutions to clients’ challenges. I love what I do and look forward to going to the office each day.”
Pat has more than two decades of experience in private and institutional investing. Before joining HH in 2012, he was a Regional Director for AQR Capital Management in Scottsdale, marketing the firm’s alternative investment mutual funds to large advisory teams at brokerage firms in the Western U.S. Prior to AQR, he served high net worth clients as a principal with a niche financial advisory firm in Phoenix. Pat has worked at O’Shaughnessy Asset Management, JPMorgan Asset Management, and Strong Capital Management, and was a founding principal at Undiscovered Managers, LLC.
Prior to his current career as an advisor, Pat served for four years as a United States Naval Officer. He participated in two six-month deployments to the Persian Gulf on the USS Halsey (CG 23) in the early 1990s. He has worked and travelled extensively in Asia and the Middle East.
He earned his B.A. in Business (Marketing) in 1990 from the University of Notre Dame, which he attended on a Naval ROTC Scholarship. Pat was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies.
He currently serves as a Lector at Our Lady of Joy Catholic Church, a member of Knights of Columbus Council 11116 and is a member of the Catholic Community Foundation’s Professional Advisor Board in Phoenix. He enjoys helping others whenever possible, volunteering at the Andre House of Phoenix and Feed My Starving Children among others.
Pat is married to his college sweetheart Lenore. Together, they’re happily raising Taylor, Brennan, and Karina.