Meet Patrick
A Baltimore area native, Patrick graduated from Virginia Tech, where he earned a Bachelor of Science degree with a concentration in Financial Planning.
Patrick is a CERTIFIED FINANCIAL PLANNER™ professional. He has contributed and been quoted in Business Insider, Fortune, USA Today, U.S. News and World Report, GOBankingRates, among other publications. Locally, he serves as the Director of NexGen for the Financial Planning Association’s National Capital Area chapter.
Prior to joining Bogart Wealth, Patrick worked as a Financial Analyst at Goldman Sachs. While in school, he served as a Co-CEO of BASIS (Bond And Securities Investing by Students), a $5mm Fixed Income fund. He has been an active alumnus, most recently speaking at Virginia Tech’s TEDx “What’s the Point?” event. His talk is called “Small Steps, How I Walk.”
Outside of the office, Patrick enjoys spending time with family and friends, traveling across the country to fish, and cheering on his alma mater. Go Hokies!
Please Note: Neither media mentions, nor awards or rankings, nor the achievement of any professional designation, should be construed as a guarantee that any client will experience a certain level of results if the investment professional or Bogart Wealth is engaged to provide investment advisory services. Unless otherwise noted, a fee was not paid by either the investment professional or the Firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the Firm. ANY QUESTIONS: Bogart Wealth’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
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