Patrick McDermott

Director, Portfolio Strategy at Focus Partners Advisor Solutions

Patrick McDermott is an experienced investment strategist currently working at Buckingham Wealth Partners since December 2018, where the focus is on comprehensive wealth solutions and evidence-based investment strategies. Prior to this, Patrick held the position of Director of Portfolio Strategy at Loring Ward, following its acquisition by Buckingham Wealth Partners. Other notable roles include serving as a Senior Analyst at Segal Rogerscasey and a Research & Portfolio Analyst at KStone Partners LLC. Patrick began a professional career at Thomson Reuters as an Associate Analyst. Educational credentials include a Bachelor of Arts from the University of Pennsylvania, an MBA in Finance from Santa Clara University, and an ongoing Master of Science in Analytics at Georgia Institute of Technology.

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Focus Partners Advisor Solutions

Focus Partners Advisor Solutions is committed to enhancing the wealth management experience for financial advisors and their clients. While providing robust back-office management, research-driven investment models, and best practices, Focus Partners Advisor Solutions is more than a traditional TAMP, offering a competitive toolbox of comprehensive, personalized services. We strategically design scalable solutions to support every stage of a firm’s lifecycle, enabling advisors to dedicate more time and care to clients while setting a strong foundation for sustainable growth.


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201-500

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