Patrick is a Managing Director at NewEdge Wealth, where he leads growth initiatives. Previously, he held senior roles at Silicon Valley Bank and Merrill Lynch Private Bank. He’s received top honors from Forbes, Barron’s, and the Financial Times for his work in wealth management. Patrick is deeply involved in philanthropy, serving on several nonprofit boards and supporting education through The Dwyer Family Foundation. He holds an MBA from the University of Miami and a BA from Providence College. Outside of work, he enjoys golf, hiking, and time with his wife and four children.