Profil
Mr. Patrick Harney is a Director of Client Advisory at Twin Focus Capital Partners LLC.
Mr. Harney has 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, he worked with a broad array of sophisticated clients while at Cambridge Trust Company and CIC Wealth Management.
He is a cofounder and trustee of the PlayBall! Foundation, which works towards increasing participation in sports for Boston's urban youth.
Mr. Harney received his Bachelor of Arts degree from Gettysburg, he is a graduate of Boston University's Financial Planning Program, and is a Certified Financial Planner practioner.
He also holds the designation of Certified IRA Services Professional from the Institute of Certified Bankers.
Anciens postes connus de Patrick Harney
| Sociétés | Poste | Fin |
|---|---|---|
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Corporate Officer/Principal | 30/04/2013 |
Cambridge Trust Co.
 Cambridge Trust Co. Investment ManagersFinance Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC). | Corporate Officer/Principal | 30/09/2008 |
Formation de Patrick Harney
| Gettysburg College | Undergraduate Degree |
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| Entreprise privées | 2 |
|---|---|
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Finance |
Cambridge Trust Co.
Cambridge Trust Co. Investment ManagersFinance Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC). | Finance |
