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Pat is a seasoned financial services professional with deep expertise in asset management, investment strategy, and regulatory compliance. As a Relationship Manager III and Vice President at Circumference FS (USA) Inc., he serves as a trusted advisor to institutional investors and corporate entities, delivering tailored financial solutions and cultivating long-term strategic partnerships.
Prior to joining the Entity Management group at Circumference predecessor company Wilmington Trust, Pat held a senior role in Family Wealth where he established strategies for and managed multi-million-dollar investment portfolios for both individual and corporate clients. He holds a Bachelor of Science in Finance from the Pennsylvania State University, an MBA from Drexel University, and a Chartered Financial Analyst (CFA) certification.
