Who We Are
Patrick is responsible for providing the highest level of service to FUSE clients. In his role he works closely with FUSE clients on a day-to-day basis to ensure that they achieve their strategic and tactical objectives. Patrick also contributes to the FUSE BenchMark series research, advisor research and other FUSE research and consulting projects.
- Patrick is a graduate of Boston College with a B.S. in Finance and Marketing
- Patrick worked at Cerulli Associates with research responsibilities focusing on the fee-based advisory industry and provided qualitative and quantitative analysis for the firm’s quarterly and annual reports.
- Patrick was the lead author on multiple reports including Managed Accounts: Product Innovation in Fee-Based Relationships.
- He also helped build an interactive web-based platform focused on managed account platforms.