Patrick has more than 25 years of industry experience working closely with clients to help coordinate complex financial strategies and comprehensive wealth plans. Patrick leads The Corbett Mason Group at J.P. Morgan Securities in coordinating comprehensive wealth management plans by arranging with clients to work closely with their tax advisor and trust and estate attorney. Patrick has extensive knowledge in the areas of pre and post-IPO planning, executive restricted stock and stock options, concentrated equity risk management, 10b5-1 plan design and execution, asset allocation, life insurance, cash management and lending solutions, and monitoring estate planning strategies and tax coordination.Prior to joining J.P. Morgan, Patrick was associated with Morgan Stanley, Bear Stearns, Robertson Stephens, and Hambrecht & Quist.
Listed skills include Financial Services and Services.