Patrick Morrow
RBC Wealth Management
Westport,
Connecticut
Contact
How to contact
2032216063
Professional Profile
Call Me When
you simply need a second set of eyes on a solution or are looking to provide a creative holistic strategy to enhance the after tax value of a family enterprise
Professions
Consultant
Investor
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Business development
Business growth
Cash flow enhancements
Cash management
Charitable giving
Due diligence
Employee benefits
Entrepreneurship
Equity
ESOPs
Estate planning
Family business
Fiduciary
Finance
Financial Modelling
Human Resources
Intellectual property
Investments
Lending
Management succession
Mergers
Philanthropy
Private equity
Private placements
Real estate
Retirement
Risk management
Strategic planning
Tax
Trusts
Venture capital
Exit/Transition Planning
Professional Certification
CRPS, C(k)P, QPFC, CDFA
Client Industries
Financial Services
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Chapter information
Membership
Tri-State Individual
Member since
Member for 7 years
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