Patrick Moriarty, a seasoned financial advisor with over 20 years of experience, has joined Aegis Capital Corp., a full-service wealth management and financial services firm. Moriarty brings his expertise in investment strategies, retirement planning, and wealth management to Aegis, where he will work with clients to achieve their financial goals.
Experienced Background
- Patrick Moriarty began his career in finance at Smith Barney, where he honed his skills in portfolio management and financial planning.
- He later joined UBS Financial Services as a Senior Vice President, where he spent seventeen years successfully guiding clients through various market conditions.
- Moriarty oversaw over $100 million in client assets during his time at UBS.
A Strong Track Record
- Patrick Moriarty has a strong track record of success, having successfully guided clients through various market conditions.
- He has also specialized in working with executives and founders of pre-IPO companies.
- Moriarty’s expertise in investment strategies, retirement planning, and wealth management makes him a valuable addition to Aegis’ team.
“We are excited to welcome Patrick to Aegis and continue our expansion in Massachusetts with experienced advisers seeking the benefits of Aegis’ boutique, client-focused culture. Patrick provides a high level of personalized service to clients and is an excellent addition to our team.”
Aegis’ CEO, Robert Eide, comments on the addition of Patrick Moriarty to the firm.
Aegis Capital Corporation has been in business for over 40 years, providing a full range of products and services to private clients, institutions, and corporations. The firm was founded in 1984 and offers a conflict-free service platform, allowing its investment representatives to provide quality service to clients.
| Aegis Capital Corporation | Services Offered |
|---|---|
| Investment Banking | Full-service investment banking solutions for clients |
| Wealth Management | Personalized wealth management services for individuals and families |
| Insurance | Insurance solutions for clients |
| Retail Banking | Full-service retail banking solutions for clients |
Aegis’ Head of Business Development, Michael Pata, comments on the addition of Patrick Moriarty to the firm:
“Patrick is a dedicated and experienced adviser whose priorities, values, and goals mirror that of Aegis, making him a valued partner as we look to expand our presence in the region. While we look to open a new office location in the near term, his exceptional leadership will be an asset as we recruit and ensure excellent support for our financial advisers and their clients.”
Patrick Moriarty’s commitment to providing personalized financial solutions tailored to each client’s unique circumstances is evident in his work with executives, entrepreneurs, individuals, and families. With his extensive experience and expertise in investment strategies, retirement planning, and wealth management, Moriarty is dedicated to helping clients achieve their financial goals.
Aegis Capital Corp.
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