Patrick is a fiduciary Portfolio Manager focused on helping Regions clients achieve their financial objectives by building thoughtful, long term investment strategies using open architecture solutions, disciplined asset allocation, and clear market insights. He serves exclusively as a fiduciary, fee-only investment portfolio manager and specializes in market strategy, strategic and tactical asset allocation, open architecture investment solutions, and long term investment planning for a broad client base. Patrick’s background spans both large financial institutions and boutique advisory work. He previously served as Senior Vice President and Senior Portfolio Manager at Synovus Bank, and before that, Patrick managed multi asset portfolios and led the southeast investment analyst team at Truist Bank. He started his career as an investment strategist at a boutique RIA, where he learned the value of independent thinking, client first advice, and developed his foundation in planning-led portfolio management.