Patrick R. Conley
Wealth Advisor, Vice President
- Role
- Wealth Advisor at Bernstein Private Wealth Management
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Patrick R. Conley
As a Wealth Advisor at Bernstein Private Wealth Management, I offer sophisticated wealth management strategies to a wide array of successful clients, including affluent individuals, family offices, pre- and post-liquidity entrepreneurs, endowments and foundations. I bring a thoughtful perspective to design customized approaches that drive growth and capital appreciation. My view is holistic, and I look at both the equity and liability sides of each family’s balance sheet. I lead a team of specialists in delivering integrated strategies that help manage assets and oversee portfolio wealth. By navigating the firm’s expansive resources, I coordinate a full spectrum of capabilities that align with the specific interests of my clients—lending, banking, planning and more. Throughout a decade in Finance, I have been keenly focused on the complex needs of ultra-high-net-worth clients. I have cultivated a strong background in financial modeling and analysis, risk mitigation and business development. I spent the last ten years in investment management at the Dallas offices of Goldman Sachs and JP Morgan Private Bank. Prior, I led an institutional portfolio management team for endowments, foundations, pension funds and 401K plans with Regions Institutional Services in Ark-La-Tex.
Experience
Wealth Advisor
Bernstein Private Wealth Management
Jan 2026 — Present · Dallas, TX, US
Education
Deerfield Academy
Postgraduate
1998 — 1999
Colby College
Bachelor of Arts - BA, English Language and Literature/Letters
1999 — 2003
SMU Cox School of Business
Master of Business Administration - MBA, Strategy and Entrepreneurship
2007 — 2009
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