Patrick finds himself wearing many hats as both the Golden State Chief Compliance Officer and as a talented transitions professional. Levelheaded with a naturally calm demeanor, Patrick is happy to act as an open ear and sounding board for any anxious advisor. Patrick’s specialty is in providing advisors joining Golden State with personalized transition support. Preforming dozens of successful transitions across the Golden State universe, he has built a knowledge base extremely useful to an advisor looking for a smooth and efficient transition. Experienced assisting with transitions from wirehouses, broker-dealers and banks including Raymond James, Wells Fargo, LPL Financial, JP Morgan Chase, Morgan Stanley, UBS, and Merrill Lynch to name a few, Patrick has built a strong repertoire of processes to conduct these seemingly effortless transitions. While each advisor and each transition is unique, Patrick has an uncanny way of connecting with advisors and representing their interests with clients. Patrick believes an advisor should spend their time strengthening their client relationships and building a successful practice, while, at full advisor direction, he and his team proudly address the time-consuming operations necessary to facilitate a successful transition.
Patrick and his family live in Los Angeles, CA. While travel isn’t as easy now with a toddler in tow, travel and food are some of his greatest passions. If not amid supporting an advisor transition, it isn’t uncommon to hear he has set flight for some distant location across the globe. Patrick also devotes much of his time and energy in supporting The Foundation Fighting Blindness, helping to build a social network for anyone impacted by this invisible disease.