Patrick Smith Email & Phone Number
Partner and Senior Wealth Advisor @ Exencial Wealth Advisors
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Patrick Smith Location
- Guilford, CT, US
Patrick Smith Work
- 2023 - now Partner and Senior Wealth Advisor @
- 2001 - 2023 Partner @
- 1992 - 2000 Senior Vice President and Portfolio Manager @
- 1991 - 1992 Vice President and Portfolio Manager @
- 1986 - 1991 Assistant Vice President and Security Analyst @
Patrick Smith Education
- Boston College
MS (Finance)
1989 - 1991 - University of Notre Dame
BBA (Finance)
1980 - 1984
Patrick Smith Skills
- Business Strategy
- Portfolio Management
- Management
- Project Management
- Research
- Business Analysis
- Microsoft Excel
- Commercial Litigation
- Hedge Funds
- Penetration Testing
- Bloomberg
- Asset Allocation
- Mediation
Patrick Smith Summary
- Patrick Smith, based in Guilford, CT, US, is currently a Partner and Senior Wealth Advisor at Exencial Wealth Advisors. Patrick Smith brings experience from previous roles at Shoreline Financial Advisors, LLC, Pioneer Investments, Loomis, Sayles & Company and Putnam Investments. Patrick Smith holds a 1989 - 1991 MS in Finance @ Boston College. With a robust skill set that includes Business Strategy, Portfolio Management, Management, Project Management, Research and more. Patrick Smith has 1 emails on RocketReach.
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Top Exencial Wealth Advisors Employees
John Burns
Co-CEO
Oklahoma City, OK, US
Tim Courtney
Chief Investment Officer
Oklahoma City, OK, US
Amy Sewell
Senior Manager, Tax and Consulting
Plano, TX, US
Dave Totah
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John Burns
Co-CEO
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Suzanne Fitzgerald
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Brendan Smith
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Caleb Dillard
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Alex Klingelhoeffer
Managing Partner
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Caleb Stinson
Chief Marketing Officer
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