Patrick Donovan Email & Phone Number
Managing Director and Partner @ EP Wealth Advisors
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Patrick Donovan Location
- Boston, MA, US
Patrick Donovan Work
- 2022 -now Managing Director and Partner @
- 2019 -2022 Managing Partner @ Minot Wealth Management, LLC
- 2013 -2019 Vice President, CFP®, Private Banker @
- 2009 -2013 Vice President, CFP®, Private Banker @
- 2006 -2009 Financial Advisor @
Patrick Donovan Education
- Boston University
(Boston University - CERTIFIED FINANCIAL PLANNER™)
- Suffolk University
BSBA (Finance)
Patrick Donovan Skills
- Wealth Management
- Private Banking
- Wealth Management Services
- Equities
- Fixed Income
- Investments
- Portfolio Management
- Asset Management
- Alternative Investments
- Capital Markets
- Securities
- Asset Allocation
- Investment Banking
- Strategic Financial Planning
- Banking
- Investment Advisory
- Finance
- Financial Services
- Financial Analysis
- Management
- Strategic Financial
- Services
- Strategy
- Project Management
- Retail Banking
Patrick Donovan Summary
- Patrick Donovan, based in Boston, MA, US, is currently a Managing Director and Partner at EP Wealth Advisors. Patrick Donovan brings experience from previous roles at Minot Wealth Management, LLC, J.P. Morgan, Credit Suisse and Bank of America. Patrick Donovan holds a Boston University. With a robust skill set that includes Wealth Management, Private Banking, Wealth Management Services, Equities, Fixed Income and more. Patrick Donovan has 6 emails and 2 mobile phone numbers on RocketReach.
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