Phone: +1 781.591.9216
Patrick has over 35 years of experience in the financial services industry having served as a trusted advisor and fiduciary to numerous private clients. He has a passion for providing comprehensive investment and lifetime financial planning solutions to business owners and families.
Patrick has received designations as a Chartered Financial Consultant (ChFC®) and a Chartered Life Underwriter (CLU®) from the American College of Financial Services. This financial planning expertise will be instrumental in enhancing Sequentis Capital’s offerings in advanced planning areas like wealth transfer, risk mitigation, business succession and planned philanthropy, among others.
Sequentis Capital is deeply committed to giving back to our communities and we are proud of Patrick’s strong commitment to civic and philanthropic endeavors. He is a champion for organizations that work to change the odds for underserved youth. He serves on the board of the Boys & Girls Club and was a founding member of The BASE, an organization to empower under-served student athletes to achieve their full potential both on and off the field. He formerly led The Trust Project, a non-profit focused on building life skills for at-risk youth in Roxbury, MA. He also serves on the Parent Advisory Board of the Ben Franklin Institute, is a Veteran in the US Air Force, and is an Elder at the Presbyterian Church in Newton, MA.
He lives in Waltham, MA with his wife Liz and has three grown sons.