Pat is one of the partners of AP Wealth Management. He has over 18 years of experience in the financial services industry and in financial planning. He gained his initial experience in a large wire-house firm and then combined that expertise with a broader range of financial services within a regional bank. Pat serves as our Director of Research, Chief Compliance Officer, a financial advisor, and as Portfolio Manager working to ensure that our clients’ portfolios are optimally positioned. Pat’s philosophy focuses on prudent, wise, and strategic actions – looking to keep his clients “between the ditches” when it comes to investment decisions.