Financial Advisor - Portfolio Manager
Patrick has been investing in public companies for nearly 20 years and brings a diverse background of experience in portfolio management, trading, research, and client service.
Patrick began his career with Scott at G2 Capital Management (the predecessor to Coastwise Capital Group) in La Jolla in 2002 as an equity research associate. From 2004 to 2008, Patrick co-managed a systematic global macro hedge fund at Mellon Capital Management in San Francisco. After graduating from business school, he spent the following decade overseas in Singapore and London in commodities trading and business development roles at Nomura, Citi, and Trafigura. Patrick holds the Series 65 license and is a member of the Coastwise Investment Committee.
Patrick earned a BA in mathematics and a BS in computer science engineering from UC San Diego as well as an MBA with a concentration in finance from UC Berkeley. While in business school, he spent a semester abroad at IESE business school in Barcelona, Spain.
Patrick competed on the varsity swim and triathlon teams for UC San Diego and continues to swim, surf, and compete in triathlons.