Pat received a BS in Finance from UNC-Chapel Hill and an MBA with a focus on Investment Strategy from Carnegie Mellon University – Tepper School of Business. He has over nine years of experience in investment management and is a CFA Charterholder. His primary responsibilities include portfolio review and analysis. He joined West Financial Services in June 2021.
Pat lives in Arlington, VA, and enjoys rooting for Washington’s sports teams, especially the Washington Football Team.