Patrick has a tremendous passion for business, economics, and the financial markets. What he enjoys most is providing real value-add advice to his clients and leveraging his passion to make a positive impact. After spending over 10 years working on mergers and acquisitions, most recently with a publicly-traded holding company, Patrick joined RBC Wealth Management in 2025 as part of The McGrath Group, where he currently serves as managing director – financial advisor. Patrick has been named to the Barron’s Top 1,200 Financial Advisors list in 2024 and 2025 and the Forbes Best-In-State Wealth Advisors list in 2025.
Patrick’s extensive career has been focused on working with businesses, and he continues to do so in his current role. He possesses a unique perspective that benefits his business clients. Patrick’s experience gives him a distinct understanding of the needs of his corporate clients, particularly those that are employee-owned (ESOP).
To develop effective funding and investment strategies for clients, Patrick believes it is essential to understand their current financial condition, growth strategy, liquidity needs, and ability to meet future off-balance sheet liabilities. He utilizes a variety of tools and solutions to assist clients with their investment strategy and plan for future repurchase obligations. Patrick’s vast valuation experience and understanding of the unique challenges and opportunities faced by ESOPs throughout their lifecycle make him a valuable resource.
Patrick is a member of the ESOP Association, NCEO and ESCA, and he prioritizes active participation in the ESOP community. Outside of work, he enjoys spending quality time with his family, including his wife, Becky, and their children, Mike and Katie. The family often spends their free time at their lake home on Big Sand near Park Rapids, Minnesota. Patrick is an avid outdoorsman and sports enthusiast, enjoying activities such as fishing, golf, tennis and racquetball. If there is a ball he can chase, generally, he enjoys doing it.
