Patrick is a Senior Investment Analyst, assisting our advisors and clients by constructing personalized investment strategies tailored to their specific goals and objectives.
Prior to joining Waldron, Patrick began his career in the financial services industry at Vanguard and worked at a large regional wealth management and accounting firm. He earned a Bachelor’s degree in Economics from Penn State University and is a CFA Charterholder.
At Waldron, Patrick contributes to the team by conducting manager due diligence, providing macroeconomic research, conducting trading activities, and focusing on the firm’s process to gather, analyze, and present customized investment strategies.
Outside of the office, Patrick enjoys watching his favorite sports teams (including the Steelers, Penn State, Penguins, and Liverpool FC), cooking, and reading. He lives in the North Hills of Pittsburgh with his two cats, Athena and Lucy.