Meet Patrick

Patrick is a Duquesne University senior studying finance and accounting at the Palumbo-Donahue School of Business. He joins the Aptus Wealth Planning Team as our Intern.

Patrick will help with special projects geared toward providing us with support while being introduced to the different areas of financial planning. He will assist in record-keeping and retention, inorganic growth and other special opportunities. He will also focus on understanding our clients’ specific goals and objectives, investment processes, proactive planning and interpersonal interactions.

In his free time, Patrick enjoys spending time with friends and family, watching his home team, the Buffalo Bills, and staying active by playing basketball or enjoying a day of golfing. He intends to pursue a post-graduate degree upon completing his undergraduate studies.

 

Favorite quote:

“If you laugh, you think, and you cry, that’s a full day. That’s a heck of a day. You do that seven days a week, you’re going to have something special.” -Jim Valvano

Favorite book:

1984 by George Orwell

Best piece of financial advice you've received:

Work to learn, do not work for money

Favorite food:

Chicken finger sub

Favorite movie or TV show:

The Natural

What motivates me:

Family

Favorite holiday:

St. Patrick’s Day

Place I'd most like to visit:

Dublin, Ireland

Name something on your bucket list:

Golf at St. Andrew’s old course in Scotland