Plan to Enjoy life


Patrick Byrne has over 30 years experience in the investment advisory business and has held investment advisory and related positions at leading asset management firms. He is a published author of the book, IPM – Improving Portfolio Management: The Secret of Building Wealth over Market Cycles.  Over the years, Patrick has been quoted in numerous financial publications, such as Barrons, Wall Street Journal, Smart Money, and Money.  He has been a guest on several financial radio shows, and on local television, with Becky Surran’s News 12 On the Money, speaking on investment topics.

Before founding Aspetuck, he was the Chief Investment Officer for a large independent Investment Adviser. He also led the privately managed account division of USAA Investment Management Company as Head of Sales, where he developed a capital markets research report used by the sales force to advise clients.

From 1990–2001, he served as the Director of Fund Advisory Services for Neuberger & Berman Management.  He managed portfolios of mutual funds for retail and institutional clients of the Neuberger Berman’s Fund Advisory Services, a service he developed for the firm. He served on the Fund Advisory Service Investment Policy Committee. Prior to Neuberger Berman, Patrick was an institutional salesman for National Securities & Research Corporation, serving 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, studied economics at the University of New Hampshire, and graduated with a BBA in Finance from Baruch College.  He has passed the Certified Financial Planner and Chartered Financial Analyst Level I exams.


He has served as a Board Member, Treasurer and Finance Committee Chairperson for the prestigious Silvermine Guild Arts Center and has served on the University of Connecticut’s Business School – Stamford Advisory Board.  He has been active in youth sports as a basketball and lacrosse coach at the Wakeman Boys & Girls Club in Southport, Connecticut and enjoys all outdoor sports, especially golf and paddle. He resides in Fairfield, Connecticut with his wife, three children and beloved dog, Kobe.  


© 2018 by Aspetuck Financial Management LLC

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