Patrick Shea

Administrative Associate

Patrick works closely with the advisors to prepare financial documents, compile account documentation and transactions, and provide assistance in maintaining client relationships. Starting out as an intern in 2022, Patrick has become familiar with various components of the firm and continues to expand his knowledge in all facets of the company.

As a Magna Cum Laude graduate from Mount Saint Mary College with a bachelor’s degree in Business Administration with a concentration in Finance, Patrick is currently on track to complete his Master’s of Business Administration in May 2023. Upon graduation, he intends on preparing for the SIE and Series 7 Exams.

Patrick was the captain of the Mount Saint Mary Men’s Golf Team for 3 years, as well as a member of various clubs around campus. He enjoys spending time with friends and family and playing various sports during his free time.