Get to Know Pat

Experience & Expertise

Pat is a founder of Greenspring Advisors and leads the firm’s Private Client Group. He also chairs the firm’s Investment Committee which sets the overall investment strategy for both Greenspring’s Private and Institutional Clients. Pat has been quoted extensively in publications such as The Wall Street Journal, SmartMoney Magazine, Financial Times, Money Magazine and The Baltimore Sun. Prior to founding Greenspring, Pat was a Financial Advisor at Merrill Lynch.

Education, Awards and Recognition

• B.S. from Penn State University
• CERTIFIED FINANCIAL PLANNER™
• Enrolled Agent with the IRS
• Finalist for the SmartCEO Money Manager of the Year in 2015

Favorite Thing About Working With Clients

“Helping clients articulate what is most important to them, then helping them develop a plan on how they will achieve it.”

My Philosophy on Client Service

“Do what you say you are going to do. Ben Franklin said it best, ‘Well done is better than well said’.”

What I love About Greenspring

“The people- we have some of the smartest, most passionate people working here. It is truly a gift to work along side them.”