Patrick is Managing Director and Senior Client Advisor at Bessemer Trust. In this role, he leads a team responsible for providing clients with proactive, highly personalized advice across Investment Management, Wealth Planning, and Family Office Services

Prior to joining Bessemer, Patrick was Manager in the Estate and Trust Group of Kaufman, Rossin & Co. Before that, he worked as Supervising Senior in the Personal Financial Planning practice of KPMG Peat Marwick LLP, Assistant Controller of Microretailing, Inc., and a clerk staff member in Princeton University’s Controller’s Office.

He has taught as an adjunct professor for the Certified Financial Planner Program at the University of Miami, and has served on the Board of Directors of the Boys & Girls Clubs of Metro Atlanta.

Patrick earned an M.S in taxation and a B.B.A. in accounting from the University of Miami. He is a CPA and a CFP® professional.