Vice President, Relationship Manager

Education and Certifications

  • University of Notre Dame, BBA 1973
  • University of New Mexico Anderson School of Business, MBA

Pat is an experienced investment management executive. Prior to joining Holly Street Wealth Pat worked for Far East National Bank in Los Angeles where he served as Senior Vice President and Treasurer. His responsibilities included overseeing the Bank’s investment portfolio, and foreign currency trading operation. while managing the Banks’s overall balance sheet risk and subsequent profitability.

Previous responsibilities included a very successful career as a Government Bond Trader for Bank of America in San Francisco, fixed income portfolio manager for City National Bank of Beverly Hills, and Treasurer of Bank of Canton of California, also in San Francisco.

From 1994-1999, Pat was founder and Managing Director of Jonathan Advisors an investment management and consulting firm specializing in new product development for the brokerage and financial services industry.

 

Explore Pat's Expertise

Areas of Expertise

  • Portfolio Management
  • Asset-Liability Mangement
  • Financial Planning

Contact Details

  •  +1 626 372 4144 mobile
  •  +1 626 657 0559 office
  • +1 626 568 2755 fax
pat-personal

On weekends you can normally find Pat on the soccer field or the pool deck cheering on one of his two daughters, both of whom are competitive athletes. His passion, however, is salt-water fly-fishing. When time allows you’ll find Pat standing in knee to chest deep water stalking juvenile tarpon, snook, jack crevalle, or Spanish mackerel off the west coast of Florida; or swinging flies to steelhead trout or silver salmon in the coastal rivers of California and Alaska.