With over 30 years in financial services, Patrick brings specialized expertise in investment strategy, structured lending, and wealth management. His financial sales journey began in 1994 as a Series 7/63 account executive, guiding clients through individual asset allocation, retirement planning and secondary market dynamics. In 2001, he transitioned into senior sales roles at institutions including BNY Mellon, JP Morgan Chase and Bank of America, specializing in complex financial lending products and real estate advisory services. His pristine compliance track record includes holding multiple licenses - Series 7/ 63 and active Series 65 and NMLS mortgage licensing, executing countless successful deals and transactions.

Today, in partnership with a select group of elite portfolio managers spanning various blue-chip global investment banking institutions, Nevis Equity Advisors will leverage a wide range of portfolio construction to deliver tax-efficient, thematic allocation strategies. This approach includes traditional modeling while also providing clients suitable access to venture capital platforms, private equity opportunities, alternative investments, fine art offerings and tactical lending solutions. Focused primarily on capital preservation and long-term wealth expansion, Nevis Equity Advisors offers a sophisticated financial ecosystem designed to construct resilient financial legacies. With an "all in" client first fiduciary philosophy layered upon a sublime compliant track record of excellence, Nevis Equity Advisors is fully prepared to deliver innovative, diversified wealth building strategies that drive measurable, compounded results.