PARTNER & MANAGING DIRECTOR, CLIENT ADVISORY

Patrick Harney, CFP®


As a Partner & Managing Director within the Client Advisory Group, Patrick leads select Family Office engagements for the firm, and serves as a resource & mentor to the wider team.  Through his client engagements, Patrick works directly with families to articulate, refine and implement their objectives.   In this capacity, he executes on complex financial planning, ensuring outstanding client service and coordinates the expertise of the TwinFocus Portfolio Advisory, Investment Research, and Technology groups to deliver bespoke and holistic family office solutions.

PARTNER & SENIOR DIRECTOR, CLIENT ADVISORY

Patrick Harney, CFP®


As a Partner & Managing Director within the Client Advisory Group, Patrick leads select Family Office engagements for the firm, and serves as a resource & mentor to the wider team.  Through his client engagements, Patrick works directly with families to articulate, refine and implement their objectives.   In this capacity, he executes on complex financial planning, ensuring outstanding client service and coordinates the expertise of the TwinFocus Portfolio Advisory, Investment Research, and Technology groups to deliver bespoke and holistic family office solutions.

HISTORY


Patrick came to TwinFocus with over a decade of experience working with high-net-worth clients, most recently at PNC Bank’s wealth management office in Boston. As an Assistant Vice President, he was directly responsible for managing client relationships and next generation beneficiaries, executing their estate plans and providing consultative wealth advisory solutions in an effort to achieve their financial goals. Earlier in his career, Patrick worked with a broad array of sophisticated clients while at Cambridge Trust Company and CIC Wealth Management.

EDUCATION


Patrick attended Gettysburg College, a logical destination for a history buff from Concord, Massachusetts, where he earned his Bachelor of Arts degree. He is also a graduate of Boston University’s Financial Planning Program, and is a CERTIFIED FINANCIAL PLANNER practitioner. Patrick also holds the designation of Certified IRA Services Professional from the Institute of Certified Bankers.

OUTSIDE THE OFFICE


Patrick is a resident of Cohasset, where he enjoys coastal living with his wife, Alethea and their two awesome kids, Jack and Emerson.  Dedicated to his community, Patrick serves as a Director & Officer of the PlayBall! Foundation, which underwrites middle school athletics for the Boston, Lawrence, and Holyoke public schools.  Patrick maintains a 0-1 record with USA Boxing after competing on the 2018 Haymakers for Hope fight card to “KO cancer”.