Patrick Healey

Patrick Healey, MBA CFP®, serves as President and Chief Investment Officer at Caliber Financial Partners since November 2013, focusing on a 'client first' strategy to navigate the complexities of financial planning and investment management. With extensive experience as a thought leader, Patrick contributes regularly to notable platforms including Cheddar News and CNBC, sharing insights on industry topics. Previous roles include positions at Dynasty Advisors, Staten Wealth Strategies, Lynx Capital Partners, Lehman Brothers, and Donaldson, Lufkin & Jenrette, where Patrick accumulated a deep understanding of financial strategies, structured finance, and investment management. Educational credentials include an MBA from NYU Stern School of Business and a BA from the College of the Holy Cross, complemented by a Certificate in Financial Planning from Kaplan University.