Patrick J. McHale
Vice President of Portfolio & Wealth Advisory
Portfolio & Wealth Advisory
New York, NY
Patrick joined BBR Partners in 2021 and is a Vice President of Portfolio & Wealth Advisory. Patrick’s responsibilities include supporting Portfolio and Wealth Advisory Directors in managing a client’s overall financial picture, including working with clients on day-to-day portfolio management issues and coordinating with external advisors.
Prior to joining BBR, Patrick was an Associate Advisor at Connecticut Wealth Management, a registered financial advisor, where he was responsible for supporting high-net-worth client relationships, developing and maintaining customized asset allocations and performing manager due diligence.
Patrick graduated cum laude from Providence College with a BS in Finance. Outside of the office, Patrick enjoys playing golf, skiing, and cheering on Providence basketball.