Patrick Burdick Email & Phone Number
Partner, Wealth Advisor @ Corient
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Patrick Burdick Location
- Houston, TX, US
Patrick Burdick Work
- 2026 -now Partner, Wealth Advisor @
- 2018 -2026 Senior Vice President, Wealth Advisor @
- 2016 -2018 Senior Wealth Advisor @
- 2011 -2016 Managing Director @ Stern Brothers Asset Management, LLC
- 2003 -2010 Vice President, Financial Consultant @ Charles Schwab & Co.,Inc.
- 1998 -2003 Financial Consultant @
Patrick Burdick Education
- University of Houston
(Financial Planning Education - CFP Program)
2006-2007 - The University of Texas at Austin
BA (Psychology)
1995-1998
Patrick Burdick Skills
- Asset Management
- Retirement Plan Consulting
- Comprehensive Wealth Management
- 401 K Rollovers
- Investment Advisory
- Alternative Investments
- ETFs
- Pensions
- Investment Strategies
- Retirement Planning
- Retirement
- Hedge Funds
- Absolute Return
- Portfolio Management
- IRAs
- Series 65
- Fixed Income
- MLPs
- Asset Managment
- Estate Planning
- Financial Advisory
- Asset Allocation
- Investments
- Private Equity
- Wealth Management
- MLP
- Wealth Management Services
- Investment Management
- 401k
- Capital Markets
- Trading
- Wealth
- Strategic Financial Planning
- Financial Services
- Personal Financial Planning
- FINRA
- Securities
- Mutual Funds
- Options
- High Net Worth Individuals
- Uniform Combined State Law
- Valuation
- Equities
- Finance
- Financial Markets
- Management
- Series 7
- Risk Management
- Financial Modeling
- Leadership
- Team Building
- Financial Planning
- Client Focused
- Customer Satisfaction
- Business Development
- Financial Risk
Patrick Burdick Summary
- Patrick Burdick, based in Houston, TX, US, is currently a Partner, Wealth Advisor at Corient. Patrick Burdick brings experience from previous roles at Capital Advisors, Belpointe Asset Management LLC, Stern Brothers Asset Management, LLC and Charles Schwab & Co.,Inc.. Patrick Burdick holds a 2006 - 2007 University of Houston. With a robust skill set that includes Asset Management, Retirement Plan Consulting, Comprehensive Wealth Management, 401 K Rollovers, Investment Advisory and more. Patrick Burdick has 3 emails on RocketReach.
Looking for a different Patrick Burdick?
Find contact details for 700 million professionals.
Others Named Patrick Burdick
Patrick Burdick
Account Executive
Bloomfield Hills, MI, US
Peter Burdick
outside sales
Massachusetts, United States
Top Corient Employees
Paul Lee
Vice President Information Technology
East Brunswick, NJ, US
Fernando Abbondati
Vice President, Head of FP and A
Florida, United States
Graydon Oliver
Managing Partner
Houston, TX, US
Ludo Thomasson
Managing Partner, Wealth Advisor
California, United States
Brett Miller
Managing Partner, Charlotte
Charlotte, NC, US
Matthew Kocanda
Managing Partner, Chicago
Chicago, IL, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co