Patrick Monaghan Email & Phone Number
Partner and Director of Wealth Management @ Berman McAleer, LLC
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Patrick Monaghan Location
- Lutherville-Timonium, MD, US
Patrick Monaghan Work
- 2023 -now Partner and Director of Wealth Management @
- 2006 -now Partner and Director of Advisory Services @
Patrick Monaghan Education
- Loyola University Maryland
Bachelor of Arts - BA (Economics)
1993-1995
Patrick Monaghan Skills
- Financial Analysis
- Series 7
- Strategic Financial Planning
- Investments
- Mutual Funds
- Asset Management
- Financial Modeling
- Retirement Planning
- Estate Planning
Patrick Monaghan Summary
- Patrick Monaghan, based in Lutherville-Timonium, MD, US, is currently a Partner and Director of Wealth Management at Berman McAleer, LLC. Patrick Monaghan brings experience from previous roles at Berman McAleer, LLC. Patrick Monaghan holds a 1993 - 1995 Bachelor of Arts - BA in Economics @ Loyola University Maryland. With a robust skill set that includes Financial Analysis, Series 7, Strategic Financial Planning, Investments, Mutual Funds and more. Patrick Monaghan has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Berman McAleer, LLC Employees
Drew Cook
Partner and Director of Investment Management
Lutherville-Timonium, MD, US
Si Cruse
Chief Technology Officer
Baltimore, MD, US
Adaiha Aif
Senior Client Services Associate
Perry Hall, MD, US
Kathleen Gower
Director of HR and Office Manager
Baltimore, MD, US
David Berman
CEO
Lutherville-Timonium, MD, US
Joe McAleer
Partner
Lutherville-Timonium, MD, US
Bill Bruns
Partner | CFO and CCO
Towson, MD, US
Deanna Heid
Director of Client Services
Washington, DC, US
Ulyana Bezkorovayna
Director of First Impressions
Lutherville-Timonium, MD, US
Andrew Bruns
Financial Planning and Investment Analyst
Towson, MD, US
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