Patrick Walsh, CFA

Patrick has 10+ years of financial services and insurance industry experience.  He oversaw the third-party manager research program at Spearhead Capital Advisors (our predecessor company). While in that role, he focused his time performing extensive due diligence on alternative investment managers and helping to build client portfolios. Leveraging that experience, Patrick expanded the Spearhead administration onboarding process and has managed that program for the past two years. 

 

Prior to Spearhead Capital Advisors, Patrick served as the Senior Case Designer for Pinnacle Financial Group, a life insurance broker and consultant servicing ultra-high net worth clients. While at Pinnacle, he was responsible for assembling financial presentations for clients and their advisors, demonstrating the usefulness of life insurance.  It was here, where he obtained a unique skillset pertaining to the implementation of PPLI within clients’ estate planning strategies.

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Earlier in his career, Patrick spent 5 years within the Alternative Investment Solutions division of State Street Global Services where he gained experience working on FOF, Private Equity, Global Macro, and high-frequency trading Long/Short investment strategies.

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Patrick earned a Bachelor of Arts in Economics from Providence College and is a Chartered Financial Analyst ® (CFA). He is also a member of the Boston Estate Planning Council (BEPC).