Focus Areas

Patricia has more than twenty years of experience helping clients manage and structure their investment portfolios to meet their financial and broader long-term goals such as income preservation, lifestyle, family governance, charitable interests, and wealth transition. Her clients include individuals, families and charitable organizations. Patricia serves on Fiduciary’s Investment Committee, and Diversity, Equity, and Inclusion Committee.

Experience

Prior to Fiduciary, Patricia was a Senior Portfolio Manager at Middleton & Company where she worked with multi-generational families, individuals, foundations and endowments. Previously, she was a Senior Portfolio Manager for BNY Mellon Wealth Management.

Community Involvement

BASCP – Board Member, Treasurer
CFA Society Boston Mentorship Program – Volunteer
Newton at Home – Former Board Member

Personal

Patricia lives outside of Boston with her husband, two children and rescue dog. She enjoys reading, riding horses, volunteering, and being involved in her children’s activities.