Patrick Shea

Administrative Associate

Patrick serves as an Administrative Associate with Focused Wealth Management. He works closely with the advisors to prepare financial documents such as investment reports, account documentation, account transactions, and maintain client accounts and relationships. Starting as an intern in 2022, he has been working with the Focused Wealth Management team for a year.

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 Masters of Business Administration in May 2023. Afterwards, he plans on studying 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.