Patrick Donohue

Patrick Donohue Email and Phone Number

CIO | Private Wealth Management | Defensive Investing @ New York, NY, US
New York, NY, US
Patrick Donohue's Location
New York, New York, United States, United States
Patrick Donohue's Contact Details
About Patrick Donohue

Patrick Donohue is an independent Chief Investment Officer for over 100M in assets under management for HNIs, private institutions, and institutional banking clients. With over +35 years experience operating on Wall Street with leading financial institutions such as Merrill Lynch, UBS, and Aegis Capital, Patrick is now expanding across overseas markets. His counsel reflects his experience and understanding of the risks and rewards of participation in the international marketplace. He manages access to global infrastructure and platforms that enable him to efficiently execute the best ideas for innovative investment opportunities on behalf of his trusted clients. **Registered States**AR,AZ,CA,CO,CT,DC,DE,FL,GA,IL,IN,MA,MD,ME,MI,MO,NC,NH,NJ,NY,OH,PA,SC,TX,VA,WI

Patrick Donohue's Current Company Details
Self-employed

Self-Employed

CIO | Private Wealth Management | Defensive Investing
New York, NY, US
Patrick Donohue Work Experience Details
  • Self-Employed
    Self-Employed
    New York, Ny, Us
  • Self-Employed
    Chief Investment Officer
    Self-Employed Mar 2022 - Present
    Positioning clients in such a way that they can deal with whatever the market throws in their direction. We have a wide open platform partnering with the best on the street.
  • Aegis Capital
    Managing Director Investment
    Aegis Capital Dec 2018 - Mar 2022
    New York, Us
    Our mission has been to bring a unique and differentiated service proposition to our clients. We value the importance of lining up on our customer’s side. We realize this goal by running an independent, conflict-free platform. We focus on enhancing the goals of our clients by bringing unencumbered advice, which enables us to freely create a plan centered on each client. We continue to meet the challenging and changing markets by investing in world-class services.
  • Ubs
    Senior Vice President
    Ubs Oct 2012 - Dec 2018
    Zurich, Ch
    UBS Group AG is a holding company, which engages in the provision of financial management solutions. It operates through the following segments: Global Wealth Management, Personal and Corporate Banking, Asset Management, Investment Bank, and Group Functions.
  • Merrill Lynch
    Senior Vice President
    Merrill Lynch May 1988 - Oct 2012
    New York, Ny, Us
    Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients pursue the lives they want. With a deep commitment to placing their clients' interests first, Merrill financial advisors draw upon the investment insights of Merrill and the banking insights of Bank of America to unlock opportunities tailored to their clients’ needs in many areas of their financial lives.

Patrick Donohue Skills

Alternative Investments Financial Advisory Investment Strategies Investments Asset Management Fixed Income Investing Investor Relations Services Asset Allocation Netsuite Financial Services Wealth Management Investment Management

Patrick Donohue Education Details

  • Alfred University
    Alfred University
    Pre-Law Studies
  • King'S College
    King'S College

Frequently Asked Questions about Patrick Donohue

What company does Patrick Donohue work for?

Patrick Donohue works for Self-Employed

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

Patrick Donohue's current role is CIO | Private Wealth Management | Defensive Investing.

What is Patrick Donohue's email address?

Patrick Donohue's email address is pa****@****ail.com

What schools did Patrick Donohue attend?

Patrick Donohue attended Alfred University, King's College.

What skills is Patrick Donohue known for?

Patrick Donohue has skills like Alternative Investments, Financial Advisory, Investment Strategies, Investments, Asset Management, Fixed Income Investing, Investor Relations, Services, Asset Allocation, Netsuite, Financial Services, Wealth Management.

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