Patrick Connerty is a Senior Vice President and Director of Advisor Services for Enterprise Wealth Management. With more than 20 years' experience, Patrick is well versed across a full spectrum of investment disciplines that meet the needs of his individual and institutional clients. He has spent time working on asset allocation, investment research and portfolio strategy involving mutual funds, alternative investments and individual stocks and bonds.
Prior to joining Enterprise in 2007, Patrick spent 12 years with Mellon Financial Corporation in their Private Wealth Management Group. Patrick is a graduate of Bentley University having received both a Bachelor of Science degree in Finance and a Master of Science degree in Finance. In addition, Patrick has passed the second of three levels of the Chartered Financial Analyst (CFA) exam.
Committed to giving back to his community, Patrick serves on several boards for non-profit organizations, including the Mental Health Association of Greater Lowell, the Appleton Housing Corporation, and the Hudson Litchfield Youth Football and Cheer Organization.