Patrick Hollinger

About Patrick Hollinger

Pat Hollinger is an Investment Specialist on the Financial Institutions Group at the J.P. Morgan Private Bank in New York. He partners with a team of professionals to provide highly customized solutions across the investment process, including portfolio construction, asset allocation, manager selection, and trading execution, across private and public markets. Pat enjoys working with his clients to form a holistic approach to their balance sheet, incorporating trust and estate planning, along with lending, into the investment process. Pat primarily covers hedge fund principals and financial executives. Prior to his current role, Pat spent three years working in Houston, Texas, covering ultra high net worth private business owners and multi-generational trust relationships. Pat graduated magna cum laude from Texas Christian University with a major in finance and a minor in economics. He was also a member and president of the Neeley Leadership Program. He holds both Series 7 and 63 licenses, and is a CFA Charterholder. Originally from Texas, Pat enjoys outdoor activities and traveling, especially golfing and skiing. Pat resides in Manhattan with his wife Maggie.

Experience

1. Vice President, Investment Specialist at J P Morgan Private Bank

   J.P. Morgan Private Bank

   Jun 2015 — Present · New York, NY, US

   J.P. Morgan Private Bank” is the brand name for the private banking business within JPMorgan Chase & Co.(JPM). JPMorgan Chase Bank, N.A. and its affiliates (collectively \"JPMCB\") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (\"JPMS\"), a member of FINRA and SIPC. Annuities are made…