Contact
New York NY, 10018
212-625-1200
Patrick Haley, CFP®
Sr. Portfolio Manager
“After leaving the Navy in 2005, I took a job at Merrill Lynch in Washington DC. I was looking for something completely different from the military and didn’t want the typical “Navy-Lite” life (such as Booz Allen, Lockheed, etc). When I started, a USMA grad pulled me aside and suggested I read David Rosenberg and Richard Bernstein. Reading Rosenberg led me to Barry’s blog, The Big Picture, which I still read every day.”
“Finding solutions that can help advisors and clients with financial planning is most rewarding.”
“I love staying active with my wife and young sons (12 and 14) by skiing, surfing and running. When Army-Navy square-off in football, I can be found cooking up a big BBQ feast for my friends. We live in Newport, RI.”
20+ Years
BS Ocean Engineering, US Naval Academy. CERTIFIED FINANCIAL PLANNER®
MEET OUR EXPERTS
GUIDING YOUR FUTURE
Explore the profiles of some of our other experienced professionals, each bringing their own strengths and insights to support your success.
Back to team
