A Baltimore area native, Patrick graduated from Virginia Tech, where he earned a Bachelor of Science degree with a concentration in Financial Planning.
Prior to joining Bogart Wealth, Patrick began his career 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.”
He has continued to further his education and after many hours of preparation, he successfully passed the CFP® exam in July 2021.
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!
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