Regional Vice President
Current
Mar 2018 - Present
AeroLeads people directory · profile
Patrick Mcsherry Email & Phone Number
Regional Vice President
at
InspereX
2 work emails found
@incapital.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Regional Vice President
Location
Los Angeles, California, United States
Who is Patrick Mcsherry? Overview
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Quick answer
Patrick Mcsherry is listed as Regional Vice President at InspereX, based in Los Angeles, California, United States. AeroLeads shows a work email signal at incapital.com and a matched LinkedIn profile for Patrick Mcsherry.
Patrick Mcsherry previously worked as National Sales Manager at Lucia Capital Management and Regional Vice President of Liquid Alternative Investments at Realty Capital Securities. Patrick Mcsherry studied at Cmfc · College Of Financial Planning.
Company email context
Email format at InspereX
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{last}@incapital.com
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Profile bio
About Patrick Mcsherry
Patrick McSherry began his career on Wall Street as a fixed income specialist. Patrick has worked with the Stock Exchange of Hong Kong and the Shenzhen Exchange in China as a consultant for the introduction of derivative instruments to their equity markets. He has trained and advised brokers and regulators in Singapore, Taiwan, the U.K., Brazil and Canada.Patrick has served in the capacity of Financial Advisor, Branch Manager, Options Principal, General Principal and Municipal Principal. Over the past 34 years, Mr. McSherry has worked with top financial advisors and high-net-worth clients around the world to deliver wealth management and distribution strategies. Patrick has a bachelor’s degree from Skidmore College in New York and has held the Series 24, 4, 53, 7, 65, 6 & 63 FINRA Series licenses.
Listed skills include Mutual Funds, Investments, Asset Management, Securities, and 31 others.
Current workplace
Patrick Mcsherry's current company
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14 roles · 30 years
Patrick Mcsherry work experience
A career timeline built from the work history available for this profile.
National Sales Manager
Lucia Capital Management
Sep 2015 - Mar 2018
Regional Vice President Of Liquid Alternative Investments
Jul 2014 - Sep 2015
Evp Of Marketing & Communications
Foliometrix
FolioMetrix provides asset management products, programs and consulting services to financial advisors, broker-dealers and institutions across the United StatesWe build risk intelligent portfolios that know how to adapt to changing markets.All of our RiskX™ portfolios and funds are managed with distinct up and down market philosophies for superior diversification across all market types.
Oct 2013 - Jul 2014
Evp Of Business Development
Champion Entertainment
Champion Entertainment Inc. has over 19 years of experience and expertise in all aspects of film and television production, from concept development to final delivery and worldwide distribution.
Sep 2012 - Oct 2013
Vice President, Institutional Sales
Aletheia Research & Management Inc
Built sales structure for firm; Initiated and implemented national client cross selling andreferral programs resulting in increased asset flow, distribution and retention.Coordinated with product development task force to build Act of '40 structured productsfor Q4 2012 launch.
Mar 2011 - May 2012
Senior Director
Rydex/Sgi
Delivered liquid alternative mutual funds into the retail brokerage space.Increased territory sales by 65% gross and 12% net. Served the Wirehouse, Regionaland Independent channels for Southern California. Raised $378 million in new assets in24 months. Ranked number 2 in the country for new asset draw.
Jul 2008 - Dec 2010
Director
Build out of new third party distribution channel. Increased run rate sales of retirementincome products by 76% within 6 months.
2006 - 2008
~2 yrs
Vice President, Regional Coordinator
Senior Wholesaler (Mutual Funds & Annuities) Prudential FinancialResponsible for packaged product sales in both Wirehouse and Independent channels for CA, AZ and NM. Accomplishments Included: Achieved "Top Honors" in company wide net sales campaign two years in a row.Senior Wholesaler (Managed Money Platforms/Wrap Accounts) Prudential FinancialOne of six coordinators selected from a field of 69 to build a start up third party distribution channel. Achieved $249 million in sales in the first full production year through proprietary and independent channels.Accomplishments Included: Named "Advisory Services Coordinator of the Year."Regional Coordinator (Mutual Funds) Prudential FinancialDirected a region including So. Cal, NV and AZ. Developed marketing and sales strategies for financial advisors. Accomplishments Included: Achieved the 1999"Rookie of the Year Award." Awarded "Number One Wholesaler" in two out of three Mutual fund launches, raising over $188 million in new assets.
Oct 1998 - Apr 2006
Executive Director, Asia Market
Dearborn Financial Institute
Conducted high-level meetings with securities regulators; Accomplishments Included: Increased market revenue by 310%
Feb 1995 - Sep 1998
Guest Lecturer
The Stock Exchange Of Hong Kong
Equity derivatives and applied option strategies for risk management.
1997 - 1998
~1 yr
Branch Manager
Financial Sciences Inc
Managed sales for firm specializing in options trading for high net- worth clients. As the firm's Senior Registered Options Principal, General Securities Principal and Municipal Principal, responsible for managing $360 million in assets.Accomplishments Included: Increased new client base by 53% within 18 months.Offered ownership in the firm.
Jan 1993 - Jan 1995
Financial Consultant
Shearson Lehman Brothers
Financial Advisor. Shearson Lehman FA Training program.
Jan 1992 - Jan 1993
Fixed Income Specialist
Mclaughlin Piven & Vogel
Specialized in municipal and government fixed income securities.
Jan 1991 - Jan 1992
2 education records
Patrick Mcsherry education
Education record
Cmfc · College Of Financial Planning
Bachelor Of Arts (Ba), Political Science And Government
FAQ
Frequently asked questions about Patrick Mcsherry
Quick answers generated from the profile data available on this page.
What company does Patrick Mcsherry work for?
Patrick Mcsherry works for InspereX.
What is Patrick Mcsherry's role at InspereX?
Patrick Mcsherry is listed as Regional Vice President at InspereX.
What is Patrick Mcsherry's email address?
AeroLeads has found 2 work email signals at @incapital.com for Patrick Mcsherry at InspereX.
Where is Patrick Mcsherry based?
Patrick Mcsherry is based in Los Angeles, California, United States while working with InspereX.
What companies has Patrick Mcsherry worked for?
Patrick Mcsherry has worked for Insperex, Lucia Capital Management, Realty Capital Securities, Foliometrix, and Champion Entertainment.
How can I contact Patrick Mcsherry?
You can use AeroLeads to view verified contact signals for Patrick Mcsherry at InspereX, including work email, phone, and LinkedIn data when available.
What schools did Patrick Mcsherry attend?
Patrick Mcsherry studied at Cmfc · College Of Financial Planning.
What skills is Patrick Mcsherry known for?
Patrick Mcsherry is listed with skills including Mutual Funds, Investments, Asset Management, Securities, Alternative Investments, Financial Services, Wealth Management, and Equities.
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