Patrick Healey, Mba Cfp®

Patrick Healey, Mba Cfp® Email and Phone Number

President & Chief Investment Officer at Caliber Financial Partners, Commentator at Cheddar News, Contributor at CNBC, 20-time Marathoner, WSET Level 2 Wine @ Caliber Financial Partners
Patrick Healey, Mba Cfp®'s Location
New York City Metropolitan Area, United States, United States
Patrick Healey, Mba Cfp®'s Contact Details

Patrick Healey, Mba Cfp® work email

Patrick Healey, Mba Cfp® personal email

n/a
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.

Patrick Healey, Mba Cfp®'s Current Company Details
Caliber Financial Partners

Caliber Financial Partners

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President & Chief Investment Officer at Caliber Financial Partners, Commentator at Cheddar News, Contributor at CNBC, 20-time Marathoner, WSET Level 2 Wine
Patrick Healey, Mba Cfp® Work Experience Details
  • Caliber Financial Partners
    President & Chief Investment Officer
    Caliber Financial Partners Nov 2013 - Present
    Red Bank, New Jersey, Us
    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.
    View
  • Cheddar News
    Commentator
    Cheddar News Feb 2020 - Present
    New York, Ny, Us
    View
  • Cnbc
    Regular Contributor
    Cnbc Nov 2019 - Present
    Englewood Cliffs, Nj, Us
    Thought leader and regular contributor for CNBC, publishing periodic articles on financial planning and investment management industry topics.
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  • Kiplinger
    Regular Contributor
    Kiplinger Oct 2018 - Sep 2020
    Washington, Dc, Us
    Thought leader and regular contributor for Kiplinger, publishing periodic articles on financial planning and investment management industry topics.
    View
  • Investopedia
    Regular Contributor
    Investopedia May 2018 - Aug 2019
    New York, Us
    Thought leader and regular contributor for Investopedia, publishing monthly articles on financial planning and investment management industry topics.
    View
  • Dynasty Advisors
    Certified Financial Planner™ At Dynasty Advisors, Llc
    Dynasty Advisors Mar 2010 - Nov 2013
  • Staten Wealth Strategies, An Office Of Met Life
    Financial Advisor/Investment Advisor Representative
    Staten Wealth Strategies, An Office Of Met Life Sep 2008 - Mar 2010
  • Lynx Capital Partners, Llc
    Equity Trader
    Lynx Capital Partners, Llc Aug 2007 - Mar 2008
    Englewood, Nj, Us
    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.
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  • Lehman Brothers
    Senior Associate
    Lehman Brothers Nov 1999 - Jul 2007
    Us
    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.
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  • Donaldson, Lufkin & Jenrette
    Financial Analyst
    Donaldson, Lufkin & Jenrette Oct 1996 - Nov 1999
    Us
    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.
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Patrick Healey, Mba Cfp® Education Details

  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    Management And Entrepreneurial Studies
  • College Of The Holy Cross
    College Of The Holy Cross
    Accounting
  • Kaplan University
    Kaplan University
    Financial Planning And Services
  • St. Peter'S Prepatory School
    St. Peter'S Prepatory School
    College Prep
  • St. Andrew'S Elementary School
    St. Andrew'S Elementary School
    General Studies

Frequently Asked Questions about Patrick Healey, Mba Cfp®

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 the current company?

Patrick Healey, Mba Cfp®'s current role is President & Chief Investment Officer at Caliber Financial Partners, Commentator at Cheddar News, Contributor at CNBC, 20-time Marathoner, WSET Level 2 Wine.

What is Patrick Healey, Mba Cfp®'s email address?

Patrick Healey, Mba Cfp®'s email address is ph****@****ers.com

What schools did Patrick Healey, Mba Cfp® attend?

Patrick Healey, Mba Cfp® attended Nyu Stern School Of Business, College Of The Holy Cross, Kaplan University, St. Peter's Prepatory School, St. Andrew's Elementary School.

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