Patrick Haley, Cfp®
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Patrick Haley, Cfp® Email & Phone Number

Chief Trading Officer, Ritholtz Wealth Management at Ritholtz Wealth Management
Location: Portsmouth, Rhode Island, United States 8 work roles 2 schools
1 work email found @ritholtzwealth.com 2 phones found area 212 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email p****@ritholtzwealth.com
Direct phone (212) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Ritholtz Wealth Management
Role
Chief Trading Officer, Ritholtz Wealth Management
Location
Portsmouth, Rhode Island, United States
Company size
30 employees

Who is Patrick Haley, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Patrick Haley, Cfp® is listed as Chief Trading Officer, Ritholtz Wealth Management at Ritholtz Wealth Management, a company with 30 employees, based in Portsmouth, Rhode Island, United States. AeroLeads shows a work email signal at ritholtzwealth.com, phone signal with area code 212, and a matched LinkedIn profile for Patrick Haley, Cfp®.

Patrick Haley, Cfp® previously worked as Chief Trading Officer at Ritholtz Wealth Management and Financial Advisor at Ritholtz Wealth Management. Patrick Haley, Cfp® holds Bachelor Of Science (Bs), Ocean Engineering from United States Naval Academy.

Company email context

Email format at Ritholtz Wealth Management

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{first}@ritholtzwealth.com
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AeroLeads found 1 current-domain work email signal for Patrick Haley, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Patrick Haley, Cfp®

Patrick Haley, Cfp® is a Chief Trading Officer, Ritholtz Wealth Management at Ritholtz Wealth Management.

Current workplace

Patrick Haley, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Ritholtz Wealth Management
Ritholtz Wealth Management
Chief Trading Officer, Ritholtz Wealth Management
new york, united states
Website
ritholtzwealth.com
Employees
30
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Company profile
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8 roles · 21 years

Patrick Haley, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Ritholtz Wealth Management

Greater New York City Area

Business operations and Technology IntegrationFinancial Planning: Retirement, Education, EstateClient ServiceAsset Allocation and Management

Mar 2014 - Present

Board Member

Current
Shared Horizons

Washington D.C. Metro Area

Pooled Special Needs Trust of Washington serving individuals in Washington, Maryland and Northern Virginia

Feb 2011 - Present

Wealth Management Advisor

Merrill Lynch

Washington D.C. Metro Area

Aug 2005 - Mar 2014

Battle Watch

Navy Operations Center

The Pentagon

2005 - 2007 ~2 yrs

Instructor

Carrier Airborne Early Warning Squadron One Two Zero

Norfolk, Virginia Area

May 2003 - Aug 2005

Naval Flight Officer

Carrier Airborne Early Warning Squadron One One Two

Point Mugu, CA

Mar 2000 - May 2003
Team & coworkers

Colleagues at Ritholtz Wealth Management

Other employees you can reach at ritholtzwealth.com. View company contacts for 30 employees →

AG Adam Gock Adam Gock Colleague at Ritholtz Wealth ManagementGreater Chicago Area, United States View → BA Bill Artzerounian, Cfp®, Cpa Bill Artzerounian, Cfp®, Cpa Colleague at Ritholtz Wealth ManagementWillow Grove, Pennsylvania, United States, United States View → GP Gary Pulford, Ctfa Gary Pulford, Ctfa Colleague at Ritholtz Wealth ManagementCosta Mesa, California, United States, United States View → CP Colleen Parker Colleen Parker Colleague at Ritholtz Wealth ManagementPalatine, Illinois, United States, United States View → BR Brian Rosen Brian Rosen Colleague at Ritholtz Wealth ManagementGreater Chicago Area, United States View → JB Joshua Brown Joshua Brown Colleague at Ritholtz Wealth ManagementNew York, New York, United States, United States View → AM Alex Messer Alex Messer Colleague at Ritholtz Wealth ManagementNew York, New York, United States, United States View → DB Dom Bova, Cfp®, Ea Dom Bova, Cfp®, Ea Colleague at Ritholtz Wealth ManagementGreater Philadelphia, United States View → JF Joey Fishman Joey Fishman Colleague at Ritholtz Wealth ManagementBend, Oregon, United States, United States View → LP Lisa Paul Lisa Paul Colleague at Ritholtz Wealth ManagementUnited States, United States View →
2 education records

Patrick Haley, Cfp® education

Bachelor Of Science (Bs), Ocean Engineering

United States Naval Academy

Activities and Societies: Captain, President and Treasurer Navy Hockey Team BS Ocean Engineering 4-year Club Hockey player

Air Traffic Controller

Us Navy Fighter Weapons School

Activities and Societies: Air Controllers Course 6 weeks Fallon NV TOPGUN Air Controllers Course

FAQ

Frequently asked questions about Patrick Haley, Cfp®

Quick answers generated from the profile data available on this page.

What company does Patrick Haley, Cfp® work for?

Patrick Haley, Cfp® works for Ritholtz Wealth Management.

What is Patrick Haley, Cfp®'s role at Ritholtz Wealth Management?

Patrick Haley, Cfp® is listed as Chief Trading Officer, Ritholtz Wealth Management at Ritholtz Wealth Management.

What is Patrick Haley, Cfp®'s email address?

AeroLeads has found 1 work email signal at @ritholtzwealth.com for Patrick Haley, Cfp® at Ritholtz Wealth Management.

What is Patrick Haley, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 212 for Patrick Haley, Cfp® at Ritholtz Wealth Management.

Where is Patrick Haley, Cfp® based?

Patrick Haley, Cfp® is based in Portsmouth, Rhode Island, United States while working with Ritholtz Wealth Management.

What companies has Patrick Haley, Cfp® worked for?

Patrick Haley, Cfp® has worked for Ritholtz Wealth Management, Shared Horizons, Merrill Lynch, Navy Operations Center, and Carrier Airborne Early Warning Squadron One Two Zero.

Who are Patrick Haley, Cfp®'s colleagues at Ritholtz Wealth Management?

Patrick Haley, Cfp®'s colleagues at Ritholtz Wealth Management include Adam Gock, Bill Artzerounian, Cfp®, Cpa, Gary Pulford, Ctfa, Colleen Parker, and Brian Rosen.

How can I contact Patrick Haley, Cfp®?

You can use AeroLeads to view verified contact signals for Patrick Haley, Cfp® at Ritholtz Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Patrick Haley, Cfp® attend?

Patrick Haley, Cfp® holds Bachelor Of Science (Bs), Ocean Engineering from United States Naval Academy.

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