New York, NY

Patrick Conroy

Hi 👋🏼 I’m Patrick. I’m a Wealth Advisor based in New York, with about 20 years of experience in wealth management and a career rooted in financial markets, trading, and risk. I work with clients who want clear, steady guidance across investing, retirement planning, and the decisions that shape their financial lives.

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’s team
Savvy Investment Team
Lyndsy Skiest
Lyndsy Skiest
Lyndsy Skiest
Client Service Specialist
Lyndsy is a seasoned financial services professional with over a decade of industry experience, dedicated to delivering exceptional white-glove service to high-net-worth clients. Known for her keen eye for efficiency, she excels at streamlining processes and simplifying complex operations—keeping everyone informed and moving toward results with speed and precision. Her client-centric approach and drive for success make her an invaluable partner for both clients and team members alike. With a Bachelor of Science in Business Administration and the Financial Paraplanner Qualified Professional (FPQP) designation, Lyndsy brings both education and expertise to her work. Throughout her career as a Client Service Specialist and Operations Specialist at multiple RIAs across the country, she has honed her ability to manage relationships, drive operational excellence, and ensure seamless, high-quality support at every touchpoint. Outside the office, Lyndsy is a proud dog mom who cherishes quality time with family and friends. She's an avid traveler and hiking enthusiast, passionate about exploring new restaurants, and loves nothing more than relaxing at the beach.
“I start by asking thoughtful questions and digging into the root of what matters most, so we can build a clear plan around goals that feel personally meaningful.”
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How can I help?

DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
​​Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
MANAGING YOUR RISK
Risk Management
Identify and address potential risks to help protect your assets in an ever-changing market landscape.
TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
Published Content
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Get to know 
Patrick

Patrick brings decades of perspective from across financial markets, trading, and wealth management. He began his career in financial services after graduating from Columbia University with a degree in Economics. Over the years, he held senior trading and leadership roles at firms including Merrill Lynch, Prudential, Credit Suisse, and Donaldson Lufkin Jenrette.

After spending much of his career on the institutional side, Patrick transitioned into advising because he wanted to work more directly with individuals and families, helping them connect day-to-day decisions with long-term goals. He supports clients with investment and risk management, retirement planning, and financial planning, with a focus on building portfolios thoughtfully while keeping an eye on risk and tax considerations.

Outside of work, Patrick is a lifelong learner with a deep interest in markets. He is married to his high school sweetheart, Karen, and they have four daughters, plus a grandchild, Finnegan. He enjoys skiing, golf, and keeping up with sports.

Organizations
Columbia Alumni Association, Leukemia & Lymphoma Society, St. Edwards Church

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Patrick
:
516-268-6076
patrick.conroy@savvyadvisors.com
Patrick Conroy
How did you become a financial advisor?

I’ve been in financial services since graduating with a degree in Economics from Columbia University. After two decades in institutional trading and management, I transitioned to the advisory side to help clients with investment and risk management, along with financial and retirement planning.

What types of clients do you work with?

I work with business owners, executives, high net worth individuals, and mass affluent families.

What areas of expertise do you have?

My work centers on investment management, risk assessment and management, and financial and retirement planning.

What kinds of strategies do you help clients with?

I help clients build and maintain investment strategies with a focus on risk management and tax considerations, while keeping the plan aligned with their broader financial and retirement goals.

Is there a unique approach that sets you apart?

I focus on asking the right questions and drilling down to the “why,” so we can identify goals that are personally meaningful and build a plan that supports them.

What is your favorite part about working with clients?

Helping clients live the best life possible with the assets they have available to them.

What is it like partnering with Savvy?

Savvy removes many of the frictions advisors face, which allows for more client-facing time.

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Patrick

Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.

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Patrick