Patrick is a 20+ year veteran of the financial services industry with an extensive background in structured finance, investment banking, and equity research.

He is a CERTIFIED FINANCIAL PLANNER^TM  holding his Series 7, 63, and 65 securities licenses and a life, accident, and health insurance license.

He earned his MBA in Finance, Management, and Entrepreneurship from New York University’s Graduate School of Business and a BA in Economics with minors in German and Accounting from the College of the Holy Cross. He is a member of the Beta Gamma Sigma business school honor society and a former NCAA Division I soccer player at Holy Cross.

Patrick Healey is an avid traveler, endurance athlete, and wine enthusiast, and he applies this same passion for life as he does in working with clients. He is also a regular contributor to Investopedia, Kiplinger and other online publications.