Patsy serves as the senior fixed income associate for the bond department. She performs market and portfolio analysis to support any fixed income strategies for our clients. Her knowledge of the market and research is a valuable piece to providing our clients with strategic investment options.
With over 35 years of experience in the financial industry, she has held many positions including that of an investment advisor. Patsy holds the Series 7,8 and 63 licenses. In her spare time, Patsy enjoys going for walks with her dog, going to sporting events- especially when her grandson is playing, and going to the movies.