Patrick spent the past 25 years advising private clients and institutional investors on investment management issues ranging from asset allocation and manager selection to investment policy statement development and board review.
Patrick’s experience allows him to take on the role of chief investment officer by providing portfolios that are tailored and complimentary. Additionally, Patrick’s friendly approach adds warmth to the complex world of investments by simplifying detailed information and delivering personalized service.
Throughout his career, Patrick has worked with private individuals, municipalities, counties, fire departments & rescue squads, non-profits, endowments, foundations, and scholarship funds.
Patrick lives in Bensalem PA with his wife, Jen kline-Clark, their children, Oliver and Maggie, and dog, Grace. Patrick is active coaching his son's Little League team and getting involved with his client's charities.
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5920 Grant Avenue
Bensalem, PA 19020
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461 North 3rd St
3rd Floor
Philadelphia, PA 19123
Iris Crespo, Magnum Opus Sr Loan Originator, has 15yrs Real Estate banking/lending experience. Her goal is to meet and exceed expectations of every client and referral partner within our local community. Her promise is to educate all interested in learning on how to meet the credit expectations needed to purchase a home.
Magnum Opus Federal Corporation is a superior mortgage brokerage firm serving the lending needs of a diverse home owner and home buyer base including real estate professionals, builders, financial planners, attorneys, insurance providers and many other critical professional partners. The firm has access to a myriad of mortgage products with the objective of matching unique borrowers to the best possible terms, rates, and costs available to meet their specific needs.