Patrick Farrell

President/Chief Operating Officer

Patrick is a 35-year veteran of the financial services industry with over 12 of those years working as CEO for a national Broker-Dealer (BD) and Registered Investment Advisory (RIA) firm. Over this time, Patrick has led firms with a variety of ownership structures, including those that were family-owned, publicly traded, and under private equity control. He is a well-respected industry professional, corporate culture specialist, and transformation leader. 

Patrick considers himself a perpetual student who reads daily to stay abreast of business trends and industry developments — and to plan his next travel adventure. He has also obtained the Series 7, 24, 27, 66, and Life, Health, and Variable Insurance (2-15) licenses. In addition, Patrick is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS). When he is not working or reading, Patrick enjoys family time, as well as biking, running, golfing, traveling, and sampling wines from around the world. He resides in Weston, Florida, and is married to Lisa, his best friend and adventure partner.