Patrick works as an Investment Advisor Representative at APA, providing portfolio analyses and research for the Investment Committee. Patrick also assists in investment due diligence as well as performance reporting and analysis.
He is currently engaged as an Investment Advisor Representative, providing a blueprint analysis for retirement, education funding, and wealth accumulation and disposition strategies. He is also a key member of the NexxGen Financial Services team, specializing in offering financial solutions and resources to our future generations. Patrick enjoys educating and encouraging clients through the planning process while helping them pursue their own personal vision.
Patrick began his career as an intern at PPS Advisors in May of 2010. He earned a part-time position in 2013 as a Project Specialist, handling a variety of operational and financial related projects. In 2016, Patrick transitioned to a full time position as an Investment Advisor Representative for APA.
Patrick earned his M.B.A. in Finance from the Zarb School of Business at Hofstra University in December 2015. He earned his Bachelor of Business Administration in Finance from the Haub School of Business at Saint Joseph’s University in Philadelphia, PA.
Patrick is currently is currently taking courses at Hofstra in pursuit of the Certified Financial Planner™ designation. He currently holds his Series 7 & 66 securities licenses as well as being a licensed life insurance agent.