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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New York, NY
“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.”
How can I help?
Retirement Planning
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.
Risk Management
Identify and address potential risks to help protect your assets in an ever-changing market landscape.
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.
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
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.
My work centers on investment management, risk assessment and management, and financial and retirement planning.
I work with business owners, executives, high net worth individuals, and mass affluent families.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
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.
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.
Helping clients live the best life possible with the assets they have available to them.
Savvy removes many of the frictions advisors face, which allows for more client-facing time.
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