Member Directory

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.