AeroLeads people directory · profile
Patrick Healey, Mba Cfp® Email & Phone Number
President and Chief Investment Officer
at
Caliber Financial Partners
1 work email found
@caliberfinancialpartners.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
President and Chief Investment Officer
Location
New York City Metropolitan Area, United States
Who is Patrick Healey, Mba Cfp®? Overview
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Quick answer
Patrick Healey, Mba Cfp® is listed as President and Chief Investment Officer at Caliber Financial Partners, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at caliberfinancialpartners.com and a matched LinkedIn profile for Patrick Healey, Mba Cfp®.
Patrick Healey, Mba Cfp® previously worked as President & Chief Investment Officer at Caliber Financial Partners and Commentator at Cheddar News. Patrick Healey, Mba Cfp® holds Mba, Finance, Management And Entrepreneurial Studies from Nyu Stern School Of Business.
Company email context
Email format at Caliber Financial Partners
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*@caliberfinancialpartners.com
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AeroLeads found 1 current-domain work email signal for Patrick Healey, Mba Cfp®. Compare company email patterns before reaching out.
Profile bio
About Patrick Healey, Mba Cfp®
A 20-time marathoner, former NCAA Division I athlete, and experienced and highly educated CFP® Practitioner and portfolio manager who prides himself on performing thorough due diligence and treats client financial goals with the same level of care of that of his closest family.Securities offered through Arete Wealth Management, LLC, members FINRA/SIPC and NFA. Investment advisory services offered through Arete Wealth Advisors, LLC, an SEC registered investment advisory firm.Specialties: Over 25 years of portfolio, risk management and equity research experience. Skilled professional in financial planning, asset allocation, insurance and investments. 11+ years spent on Wall St., working with numerous fixed income, equity and alternative investment products.Licenses: Series 7, 63 and 65. Life, Accident and Health licensed in NY, NJ, PA, DE, OR, VA, and GA..I work extensively with non-profit organizations on employee benefits, endowment management, and planned giving programs.
Current workplace
Patrick Healey, Mba Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Caliber Financial Partners
Website
AeroLeads page
11 roles
Patrick Healey, Mba Cfp® work experience
A career timeline built from the work history available for this profile.
President & Chief Investment Officer
At Caliber Financial Partners, we employ a 'client first' approach to everything that we do.The financial landscape is growing increasingly complex, and we feel that clients should demand more from their advisor relationship, In these challenging times, it's our primary responsibility to give people peace of mind, knowing that the savings they work so hard to accumulate are being preserved and that our clients are taking the necessary steps to plan for their retirements and protect their families' well-being.
Commentator
Regular Contributor
Thought leader and regular contributor for CNBC, publishing periodic articles on financial planning and investment management industry topics.
Regular Contributor
Thought leader and regular contributor for Kiplinger, publishing periodic articles on financial planning and investment management industry topics.
Oct 2018 - Sep 2020
Regular Contributor
Thought leader and regular contributor for Investopedia, publishing monthly articles on financial planning and investment management industry topics.
May 2018 - Aug 2019
Certified Financial Planner™ At Dynasty Advisors, Llc
Dynasty Advisors
Mar 2010 - Nov 2013
Financial Advisor/Investment Advisor Representative
Staten Wealth Strategies, An Office Of Met Life
Sep 2008 - Mar 2010
Equity Trader
Executed proprietary equity trades on the NYSE, NASDAQ and AMEX, using various technical analysis including Candlestick patterns, stochastics, MACD, Fibonacci sequences, RSI, etc. Traded approximately 30,000 in daily volume.
Aug 2007 - Mar 2008
Senior Associate
Mortgage Capital and Structured Finance Associate managing structured transactions, liquidity and credit risk, running M&A deals, providing internal consulting for the firm's subsidiaries on operations, management reporting projects and integration activities.
Nov 1999 - Jul 2007
Financial Analyst
Financial accounting and product control group, covering mortgage-backed securities, CMO's and Senior Bank Debt products. Daily and monthly P&L reporting, month-end close and general ledger entries and management, hedging of foreign currency positions, managing full IT system conversion through comprehensive parallel testing.
Oct 1996 - Nov 1999
5 education records
Patrick Healey, Mba Cfp® education
Mba, Finance, Management And Entrepreneurial Studies
Nyu Stern School Of Business
Ba, Economics, German, Accounting
College Of The Holy Cross
Certificate In Financial Planning, Financial Planning And Services
Kaplan University
High School Diploma, College Prep
St. Peter'S Prepatory School
Diploma, General Studies
St. Andrew'S Elementary School
FAQ
Frequently asked questions about Patrick Healey, Mba Cfp®
Quick answers generated from the profile data available on this page.
What company does Patrick Healey, Mba Cfp® work for?
Patrick Healey, Mba Cfp® works for Caliber Financial Partners.
What is Patrick Healey, Mba Cfp®'s role at Caliber Financial Partners?
Patrick Healey, Mba Cfp® is listed as President and Chief Investment Officer at Caliber Financial Partners.
What is Patrick Healey, Mba Cfp®'s email address?
AeroLeads has found 1 work email signal at @caliberfinancialpartners.com for Patrick Healey, Mba Cfp® at Caliber Financial Partners.
Where is Patrick Healey, Mba Cfp® based?
Patrick Healey, Mba Cfp® is based in New York City Metropolitan Area, United States while working with Caliber Financial Partners.
What companies has Patrick Healey, Mba Cfp® worked for?
Patrick Healey, Mba Cfp® has worked for Caliber Financial Partners, Cheddar News, Cnbc, Kiplinger, and Investopedia.
Who are Patrick Healey, Mba Cfp®'s colleagues at Caliber Financial Partners?
Patrick Healey, Mba Cfp®'s colleagues at Caliber Financial Partners include Erin (Healey) Janides and Jeanne Ferguson.
How can I contact Patrick Healey, Mba Cfp®?
You can use AeroLeads to view verified contact signals for Patrick Healey, Mba Cfp® at Caliber Financial Partners, including work email, phone, and LinkedIn data when available.
What schools did Patrick Healey, Mba Cfp® attend?
Patrick Healey, Mba Cfp® holds Mba, Finance, Management And Entrepreneurial Studies from Nyu Stern School Of Business.
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