Amplius Team

As President of Wealth Planning, Patrick is responsible for overseeing and implementing the financial planning and wealth management processes for Amplius Wealth Advisors and its clients. He believes successful planning must incorporate four principles – behavioral discipline, proactive monitoring, room for error, and most importantly, client action. As such, Patrick takes a deeply personalized approach to working with clients and focuses on a segmented plan structure that emphasizes control of the controllable.

Prior to Amplius Wealth Advisors, he was a wealth advisor at Merrill Lynch in the Philadelphia region for nearly five years, working with The Liebman Marks Group for the latter three years. Before Merrill Lynch, he began his wealth management career with Karr Barth Associates in Bala Cynwyd, PA.

Patrick grew up in the northern suburbs of New Jersey, attending Randolph High School before moving to Philadelphia to earn a bachelor’s degree as a dual major in both finance and marketing at Drexel University’s LeBow College of Business. He was also a captain and member of the Drexel Men’s Ice Hockey team.

Patrick lives in Philadelphia, PA, and is a current Big Brother with the Big Brothers Big Sisters organization in the Independence region, providing adult mentoring to children in the Eastern Pennsylvania area. He is passionate about ice hockey, exercise, reading, being outdoors, and spending time with friends and family.