Pat is Portfolio Manager for RKL Wealth Management. He works with clients to build customized investment portfolios to meet their financial goals. As a member of the Investment Team, he also provides analysis and research for portfolio management, trading, investment monitoring, and risk management.
Professional and Business History
Pat joined the firm in 2018 with nearly 7 years of financial industry experience. His background includes roles in credit underwriting and investment analysis.
- B.A. Financial Economics, Moravian College
- MS Finance, Villanova University
He lives in Harrisburg with his family. In his free time, Pat enjoys watching sports and spending time with friends and family.