Pat joined our firm in January of 2002 as the securities trading associate. Now, as a portfolio systems analyst he is responsible for maintaining client information in the Axys Portfolio System. This involves reconciling client accounts, maintaining information on the cost basis of securities, and processing the download of transaction and pricing information from our broker/dealer. He is also responsible for quarterly billing and providing documentation of tax information to clients and their tax professionals.

Pat is married to Linda, a freelance stenographer and court reporter. They have two children, Catherine and Alfredo.