Focus Areas

Patricia has more than twenty years of experience helping clients manage and structure their investment portfolios to meet their financial and broader long-term goals such as income preservation, lifestyle, family governance, charitable interests, and wealth transition. Her clients include individuals, families and charitable organizations. Patricia also has a strong interest in the area of Sustainable and Responsible Investing.

Experience

Prior to Fiduciary, Patricia was a Senior Portfolio Manager at Middleton & Company where she worked with multi-generational families, individuals, foundations and endowments. Previously, she was a Senior Portfolio Manager for BNY Mellon Wealth Management.

Community Involvement

BASCP – Board Member
CFA Society Boston Mentorship Program – Volunteer
CFA Society Boston Women in Investment Management Internship Program – Volunteer
Newton at Home – Former Board Member

Personal

Patricia lives outside of Boston with her husband, two children and rescue dog. She enjoys reading, riding horses, volunteering, and being involved in her children’s activities.