Cambridge Trust
Patrick Kavey has a solid career in the financial industry, with their most recent position being Vice President - Relationship Manager at Cambridge Trust Company. In this role, they provide wealth advisory services to clients, including asset allocation, budgeting, retirement, and educational planning. Prior to that, they worked as a Major Gift Officer at the Francis Ouimet Scholarship Fund, where they focused on growing the number and level of endowed scholarships for deserving young individuals in the golf industry. Patrick also has experience as a Vice President at Howe & Rusling, Inc., Boston Private Bank, Accounting Management Solutions, GW & Wade, BNY Mellon Wealth Management, and Fidelity Investments.
Patrick Kavey obtained their Bachelor of Arts (BA) degree from Boston College between 1985 and 1989. The field of study for this degree is not specified. Later, between 2001 and 2003, they pursued a Master of Science (MS) degree in Taxation from Northeastern University.