Patrick Brown, CFA

Assistant Portfolio Manager

Pat Brown is an Assistant Portfolio Manager in the Naples, Florida office of HBKS® Wealth Advisors (HBKS®), supporting the financial advisors and portfolio management teams.

Pat began his professional career with BlackRock in New York, specializing in alternative investments.  While at BlackRock, he was selected to relocate to Ireland to aid the expansion of its renewable power and infrastructure investment platforms.  After six years abroad, Pat and his wife returned home to Naples where they enjoy living close to family.

Pat graduated from Fordham University with a Bachelor of Science in Business Administration and is a CFA® charterholder.

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Insurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207.  Purshe Kaplan Sterling Investments and HBKS® Wealth Advisors are not affiliated companies. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.

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