Patrick Moran

Patrick Moran Email and Phone Number

Capital Advisor @ Northeast Private Wealth Management
Patrick Moran's Location
New York City Metropolitan Area, United States
Patrick Moran's Contact Details

Patrick Moran personal email

Patrick Moran phone numbers

About Patrick Moran

More than 25 years of experience working across public and private capital markets. Have worked with all investor classes across institutional and individual investors.

Patrick Moran's Current Company Details
Northeast Private Wealth Management

Northeast Private Wealth Management

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Capital Advisor
Website:
neprivatewealth.com
Employees:
4
Patrick Moran Work Experience Details
  • Northeast Private Wealth Management
    Managing Director
    Northeast Private Wealth Management Jan 2022 - Present
    New York City Metropolitan Area
    Independent Private Wealth Advisory and Family Office servicesInstitutional Capital AdvisoryServices www.NEprivatewealth.comRegistered Representative of Spire Securities, LLC, a registered Broker/Dealer and member FINRA/SIPC. Investment Advisor Representative of Platform Technology Partners, LLC (“PTP”) d/b/a Northeast Private Wealth Management, a federal registered investment adviser. Northeast Private Wealth Management and PTP are not affiliated with Spire.
    View
  • Dogwood Lane Capital
    Founder, Managing Partner
    Dogwood Lane Capital Mar 2020 - Present
    New York City Metropolitan Area
    Private markets capital advisor/placement agent: Direct, Co-investment & Fund placements across RE, PE & VC. Working with institutions, family offices and individual investors.Securities offered through Spire Securities, LLC, a FINRA member broker-dealer. Advisory services offered through Platform Technology Partners, a Federally Registered Investment Advisor.
  • Mizuho
    Managing Director
    Mizuho 2015 - 2020
    New York
    Senior leader: directing buildout of US equity capital markets: trading, sales, ECM, banking and research. Lead FIG/REAL ESTATE/REAL ASSETS vertical. Recruited key hires - adding 80 persons across multiple skill sets/roles. Implemented direction/culture across groups; lead strategy and business objectives. Senior relationship leader for 25+ clients.
    View
  • Credit Suisse
    Director
    Credit Suisse 2008 - 2015
    Senior producer in #1 ranked market share equity trading group. Generated top production levels - Set record profits for firm in 2008. Expanded firm's footprint in Real Estate. Sector Strategist. ECM deal leader. Summer intern program leader and mentor.
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  • Morgan Stanley
    Executive Director
    Morgan Stanley 1997 - 2007
    Senior Trader, Sector Head
    View
  • Salomon Brothers Inc
    Analyst
    Salomon Brothers Inc 1996 - 1997
    View
  • Morgan Stanley
    Intern
    Morgan Stanley 1994 - 1996
    View

Patrick Moran Skills

Equities Trading Electronic Trading Equity Derivatives Mutual Funds Risk Management Finra Prime Brokerage Series 24 Trading Strategies

Patrick Moran Education Details

Frequently Asked Questions about Patrick Moran

What company does Patrick Moran work for?

Patrick Moran works for Northeast Private Wealth Management

What is Patrick Moran's role at the current company?

Patrick Moran's current role is Capital Advisor.

What is Patrick Moran's email address?

Patrick Moran's email address is pk****@****hoo.com

What is Patrick Moran's direct phone number?

Patrick Moran's direct phone number is +121220*****

What schools did Patrick Moran attend?

Patrick Moran attended University Of Richmond, The Haverford School.

What skills is Patrick Moran known for?

Patrick Moran has skills like Equities, Trading, Electronic Trading, Equity Derivatives, Mutual Funds, Risk Management, Finra, Prime Brokerage, Series 24, Trading Strategies.

Who are Patrick Moran's colleagues?

Patrick Moran's colleagues are Derrek Aucone, Jeffrey Filone.

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