Pat is a Managing Director and Branch Director at Family Wealth Solutions. With over 30 years of experience, Pat knows that each family has its own unique needs. He uses flexible, innovative approaches to find the best solutions for clients.
In addition to starting and selling his own business, he has worked for UBS, Raymond James, Wachovia, and Wells Fargo. Pat joined his son, Dan, at Family Wealth Solutions in 2020.
Pat was born in Syracuse, NY, and graduated from SUNY Oswego. He met his wife, Lois, in college and together they have two children, Dan and Meghan, and four grandchildren, Logan, Elyse, Chase, and Elle.