black curve iconblack curve icon

Patrick Haley, CFP®

Sr. Portfolio Manager
United States Naval Academy, Bachelor of Science, Ocean Engineering United States Navy Fighter Weapons School, Air Traffic Controller CERTIFIED FINANCIAL PLANNER™ / CFPⓇ Professional Organizations: Treasurer, Shared Horizons Member, Board of Trustees, The Pennfield School
How  I  arrived  at  RWM
"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.”
Favorite  part  of  the  job
“Finding solutions that can help advisors and clients with financial planning is most rewarding.”
When  I’m  Not  Working
“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.”
blob blurry icon
blob blurry icon