As a Managing Partner with Sound Private Wealth (SPW), Pat provides financial strategies for wealth creation, preservation, and estate planning through a broad range of financial products and services. By joining such a diverse team in SPW, Pat and his partners can assist not only with individual planning needs but also on a company level wherein they address corporate benefit needs including 401k’s, key person coverage, group life insurance, disability and much more.
Prior to joining Equitable Advisors in 2006, he practiced law for 4 ½ years. In his time as a practicing attorney, Pat acquired invaluable skills that were easily and quickly transferrable into his current career as a retirement, asset management, and estate planning specialist with SPW in alliance with Equitable Advisors. Working with affluent individuals, professionals and business owners, Pat prides himself on taking the time to understand each of his clients specific needs, goals, and objectives. He takes a comprehensive, consultative approach when educating clients on the myriad of financial products and services available to them. A properly designed financial program can mean the difference between realizing a comfortable retirement and having to continue to work into your golden years.
By way of educational background, Pat earned his bachelor’s degree in 1997 from New York University and went on to receive a Juris Doctorate from Hofstra University’s School of Law. Prior to joining Equitable Advisors Pat spent four years as a litigation attorney.
Pat has received awards for his exemplary client service and business knowledge. Company awards include Hall of Fame, National Leaders Corps, Centurion, Circle of Excellence, Hallmark I and Management Development Awards.
His community and heritage is very important to him and as such, he is a board member of the United Civic Community Association and the Astoria Homeowners Association, Past President of the Queens Columbian Lawyers Association, Past Presidnet of the Long Island City Lawyers Association, and Past President of the Astoria/LIC Kiwanis Club. Pat also actively participates as a member of the Queens UNICO and Polizzi Generosa Italian Clubs. Along with his wife Zdenka and daughter Gabriella, Pat resides in Whitestone, NY.