Wise advice from skilled professionals with decades of experience
Long-term relationship with a trusted experienced Investment Advisor
Ancillary retirement planning
All for a low advisory fee that's a tax deduction!
Who We Service Well:
People Planning to Retire on Time and Once
Retirees Seeking Lifetime Income
Small Business Owners and Employees
Parents Saving For College
What We Do Well:
We are very skilled in managing retirement assets
We are skilled and experienced in reading the economy and markets
Skilled at retirement planning that seeks to provide lifetime income
Your Dedicated Portfolio Strategist
Mr. Byrne has worked in investment advisory related positions at leading asset management firms for over 25 years. At Neuberger Berman he developed the firm’s Investment Advisory business servicing retail clients. Prior to founding his firm, he was the Chief Investment Officer for a large independent Investment Adviser.
Mr. Byrne was Head of Sales for privately managed accounts at USAA Investment Management Company. At USAA he developed a capital markets research report used for advising clients.
Patrick worked at Neuberger Berman Management from 1990-2001 where he served as Director of Fund Advisory Services. He managed portfolios of mutual funds for clients and institutional clients of Neuberger Berman’s Fund Advisory Services. Mr. Byrne served on the Advisory Services Investment Policy committee.
Mr. Byrne worked in institutional sales at National Securities & Research Corporation, an investment management company, from 1985 to 1990. At National Funds he served on the investment steering committee that oversaw the investment decisions of the mutual fund managers.
Mr. Byrne holds an MBA from the University of Connecticut. He studied economics at the University of New Hampshire and graduated with a BBA in Finance from Baruch College. Patrick passed his Certified Financial Planner exam, and Chartered Financial Analyst level I exam.
Furthermore, he has been a guest on financial radio shows, and local T.V. speaking on investment topics. Over the years he has been quoted in numerous financial publications such as Barrons, Wall Street Journal, Smart Money, Money, etc. He is the author of IPM-Improving Portfolio Management™.
He served as a Board Member, Treasurer, Finance Committee Chairperson for the prestigious Silvermine Guild Arts Center. He has also served on the University of Connecticut’s Business School Stamford Advisory Board.
Patrick lives in Fairfield, Connecticut with his wife and three children. He coaches basketball and lacrosse at the Wakeman Boys & Girls Club in Southport, Connecticut.
Your Dedicated Portfolio Strategist
