Patrick is the founder and president of AdvisorMark Distribution, LLC. For more than 20 years, Patrick has consulted and trained some of the most successful financial professionals in the application and implementation of various active management, factor-based and insurance related product solutions for their clients. As a Financial Adviser, he also brings a well-rounded perspective and understanding to his working relationships. Patrick started his career in the IPO and Private Placement market and then transitioned to financial planning and portfolio analysis, before shifting his focus on product distribution. Prior to launching AdvisorMark, he worked as the Business Development Executive at Northern Trust - FlexShares ETF team for the Ohio Valley & Michigan territory.
Patrick Graduated from FSU with a B.S. degree in Business Administration and Finance. He currently holds the following industry licenses: Series 7, 63 & Insurance, Health, Life and VA. Patrick is a member of the Columbus FPA Association and the Cleveland CFA Society.
Patrick grew up in Europe and moved to Florida in his teens. He has been living in the Columbus Ohio area for the past 20 years. He is married and has three children. Hobbies include: SCUBA diving, riding his motorcycle, traveling and spending time with his family.