Patrick is a strategic finance leader with expertise spanning financial strategy, capital markets, SEC reporting and operational leadership. He has played a significant role in shaping strategic initiatives, advising on M&A and financing activity, and strengthening financial and reporting disciplines across complex organizations. He holds deep expertise in U.S. GAAP, SEC reporting and technical accounting, combined with a strong track record of partnering with business leaders to support growth and long-term value creation.

Patrick has held senior strategic finance roles within AlTi for more than four years, most recently as Deputy CFO. Prior to that, he served in a senior finance and accounting leadership position at Aflac Global Investments. Earlier in his career, he held roles at Deloitte and Ernst & Young, where he advised global financial services firms on financial transformation, IPO readiness and complex transactions.

Patrick is a Certified Public Accountant and holds degrees in Accounting and Finance from Villanova University.