“I am passionate about leveraging technology and finance to empower others and build meaningful connections. It’s a privilege to contribute to innovative projects and collaborate with inspiring teams.”
Patrick plays a key role in our portfolio management and financial analysis, drawing on this technical background. He began his journey with Aspect Wealth as an intern in November 2023 and later transitioned into a full-time role. Patrick holds the Securities Industry Essentials (SIE) certification, as well as Series 7 and Series 66 registrations, and aspires to pursue the Chartered Financial Analyst (CFA) designation in the future.
Originally from San Antonio, Patrick attended Texas A&M University in college station, where he earned a B.S. in Electronic Systems Engineering Technology. During his time there, he coached youth soccer teams and provided individual tutoring, fostering growth and mentorship within his community. Seeking to merge his technical foundation with a passion for finance, he went on to earn an M.B.A with a specialization in Finance from The University of Texas at San Antonio.
In his free time, Patrick enjoys exploring San Antonio’s vibrant local scene, catching up with friends over coffee, and discovering new restaurants. A lifelong learner, he’s always ready to take on new challenges and contribute to meaningful, results-driven solutions.