Patrick Walsh

Patrick Walsh is an Associate Director within Spearhead’s Investment Research Services.

Prior to joining Spearhead, Mr. Walsh served as the Senior Case Designer for Pinnacle Financial Group, a life insurance broker and consultant servicing ultra-high net worth clients. While at Pinnacle, he was responsible for assembling financial presentations for clients and their advisors, demonstrating the usefulness of life insurance. It was here, where he obtained a unique skill set about the implementation of Private Placement Life Insurance (PPLI) within clients’ estate planning strategies.

Earlier in his career, Mr. Walsh spent 5 years within the Alternative Investment Solutions division of State Street Global Services. There, he performed back-office fund administration services and was responsible for ensuring KYC practices were followed by Federal Reserve requirements for his hedge fund clients. In addition, Mr. Walsh was part of a leadership group that saw the conversion of a multi-billion dollar investment manager to State Street’s platform. He gained experience working on FOF, Private Equity, Global Macro, and high-frequency trading Long/Short investment strategies.

Mr. Walsh earned a Bachelor of Arts in Economics from Providence College and is a Chartered Financial Analyst ® (CFA). He is also a member of the Boston Estate Planning Council (BEPC).