Patrick McSherry

Patrick McSherry brings more than 27 years of experience in the financial services industry to Southern California, Nevada, and Hawaii. Mr. McSherry previously worked with top financial advisors and high-net-worth clients around the world to deliver wealth management and distribution strategies. He began his career working on Wall Street as a fixed income specialist. He was a consultant for the Stock Exchange of Hong Kong and the Shenzhen Exchange in China, where he helped introduce derivative instruments to their equity markets. Mr. McSherry also trained and advised brokers and regulators in Singapore, Taiwan, the United Kingdom, Brazil, and Canada. He has served as a financial advisor, branch manager, and as an options, general and municipal principal. Mr. McSherry earned a BA degree from Skidmore College. He holds Series 7, 24, and 63 licenses.