Designations and Licenses

Pat is a CERTIFIED FINANCIAL PLANNER^™ professional.

Experience and Education

Pat oversees the offices in the East region. He focuses on delivering the right client experience and developing associate talent. He is responsible for the strategy and operational execution of the Mariner offices in his region.

Pat works very closely with a select group of clients. He provides personalized wealth management solutions for high-net-worth individuals, families, business owners and foundations. He helps clients design and implement customized wealth plans to meet their long-term financial goals. His advice encompasses all aspects of financial planning – investment planning, risk management, estate & trust services, tax strategies, cash flow analysis and retirement planning.

Prior to joining Mariner, Pat was a senior wealth advisor and partner at Housen Financial Group in Manasquan, New Jersey. Prior to that, he was a partner at Accenture, where he advised many of the top Fortune 500 companies for over 20 years.

Pat has a bachelor’s degree in business management from Susquehanna University. He studied international business at the University of Copenhagen in Denmark and attended Northwestern University Kellogg School of Management’s Advanced Business Management Program.