Focus Area
Pat is Vice President and serves as Head of Private Assets & Quantitative Investing at Fiduciary, where he works on Fiduciary’s tactical asset allocations as well as maintaining the firm’s account-level risk monitoring system. Pat leads the design of the firm’s asset allocation framework and capital market assumptions, and also conducts due diligence on private market opportunities.
Experience
Prior to joining Fiduciary, Pat worked at Fidelity Investments in the Workplace Investing segment where he designed fund lineups for 401k plans. Before that, he worked in private wealth management at Morgan Stanley.
Personal
Pat lives in Waltham, MA with his wife and two daughters. He enjoys working out, grilling, and reliving the glory days of the New England Patriots dynasty.
