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 been quoted and featured in national publications including Barron’s, Business Insider, Fortune, USA Today, Wealth Management Magazine, LiveNOW from Fox, the Journal of Financial Planning, and U.S. News & World Report, among others. Locally, he serves as Outside Liaison for the Financial Planning Association (FPA) National Capital Area chapter.
He has been recognized as one of FinancialPlanning’s Rising Stars (2025), a ThinkAdvisor Luminaries NexGen Rising Star (2024), and an InvestmentNews 2025 Awards NextGen Advisor of the Year nominee.
Prior to joining Bogart Wealth, Patrick worked as a Financial Analyst at Goldman Sachs, where he developed a strong foundation in institutional finance and investment analysis. While in school, he served as Co-CEO of BASIS (Bond and Securities Investing by Students), overseeing a $5 million fixed-income fund. An active and engaged alumnus, Patrick has returned to Virginia Tech as a speaker, most recently presenting at the university’s TEDx event, “What’s the Point?” His talk, “Small Steps, How I Walk,” explores intentional progress and long-term success.
Outside of the office, Patrick enjoys spending time with family and friends, traveling internationally to fish, and cheering on his alma mater. Go Hokies!
Awards & Recognition
InvestmentNews
InvestmentNews Awards: 2025 Excellence Awardee for NextGen Advisor of the Year
Please See Criteria and Methodology
April 2025
ThinkAdvisor
2024 Luminaries Awards: NextGen Rising Star
Please See Criteria and Methodology
December 2024
Financial Planning
2025 Rising Stars
Please See Criteria and Methodology
September 2025
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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