Patrick works with individuals and families as a private client fiduciary advisor, helping them to prioritize their goals and objectives. Patrick then develops a comprehensive investment strategy that is integrated with their broad financial planning needs.
Patrick has worked as a private client advisor since 2006. Prior to Minot Wealth, he worked at J.P. Morgan’s Private Bank, where he advised high net worth clients on wealth planning and investment management.
He earned a BSBA degree in finance from the Sawyer School of Management at Suffolk University and his CERTIFIED FINANCIAL PLANNER™ designation from Boston University.
Patrick and his wife Jaclyn currently reside in Wayland, Massachusetts with their three children, William, Charlotte, and Jack.