Patrick is a seasoned Portfolio Manager with more than 30 years of experience in investment management. With a deep knowledge of the financial markets and a commitment to delivering exceptional results, he is a driving force behind the firm’s investment strategies. He joined Sequoia, having held prominent roles in the financial industry. Patrick’s experience includes thirteen years as a Senior Equity Research Analyst, followed by roles as Director of Research, Portfolio Manager and Chief Investment Officer.  He is a member of the CFA Institute and CFA Society of Nashville and holds the Chartered Alternative Investment Analyst designation.

As a key member of the investment team, Patrick leverages expertise in crafting and overseeing tailored portfolios for clients. He brings a unique blend of skills, experience, and insight to the table. Whether it’s navigating the nuances of market trends or optimizing investment opportunities, he is dedicated to achieving optimal outcomes for clients. He specializes in navigating the complexities of the financial landscape with a client-centric approach, ensuring that each portfolio aligns seamlessly with clients’ financial objectives and risk tolerance.