Patrick R. Wallace

Directeur Général chez Covington Investment Advisors, Inc.

Profil

Mr. Patrick R.
Wallace is a President & Lead Financial Advisor at Covington Investment Advisors, Inc. He founded Covington Investment Advisors, Inc. in 2003 to provide comprehensive wealth management services as an Independent Investment Advisor.
His responsibilities include managing and developing all aspects of the business which include, managing existing client relationships and developing new relationships, training and supervising staff, and managing the resources of the firm.
In addition to his responsibilities at Covington, he serves on numerous community and foundation boards of directors.
He is the sole owner of Covington; however, there is an internal succession plan in place to ensure continuity for the families we serve.
Mr. Wallace’s career began in a trust banking environment starting as a Trust Management Trainee and working his way up to a Vice President and Senior Portfolio Manager.
Mr. Wallace received his B.S.
degree in Business Management from Indiana University of Pennsylvania in 1985.
He is a 1989 graduate of the PBA Central Atlantic School of Trust at Bucknell University, a 1990 graduate of the ABA National Trust School at Northwestern University and is a 1992 graduate of the ABA National Graduate Trust School at Northwestern University.

Postes actifs de Patrick R. Wallace

Sociétés	Poste	Début
Covington Investment Advisors, Inc.	Directeur Général	01/01/2003

Formation de Patrick R. Wallace

Indiana University of Pennsylvania

Undergraduate Degree