Inverness Counsel
Patrick is the Operations Manager and is responsible for managing the operations department. His responsibilities include overseeing the portfolio management system, liaising with portfolio managers and assisting with reporting and technology of the firm. Prior to joining Inverness Counsel in 2016, he was a Senior Operations Analyst at Altfest Personal Wealth Management.
Patrick earned a BBA from Baruch College in 2006.
This person is not in any offices