Pat Haggerty
Financial Advisor- Larchmont Wealth Management
- Role
- Outside Advisor at Larchmont Volunteer Ambulance Corps
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Pat Haggerty
I am Pat Haggerty; the Founder of Larchmont Wealth Management (LWM), and a Larchmont resident. I began LWM because I believe that financial planning and management has become inefficient for the individual investor and I intend to provide a better way for investors in my community to build wealth.With 18 years experience as a financial advisor, I have seen how challenging it can be for people to take control of their financial plans and I’ve also seen how dramatically the future can improve by creating a plan and using it as the map towards these goalsI create retirement strategies, risk management plans, long-term investment plans, tax reduction strategies, and estate plans. I also provide access to pre-IPO offerings, and tax-advantaged products for Accredited Investors.I grew up in the Allegheny Mountains of West Virginia, and after earning a degree in finance from the Trulaske School of Business at the University of Missouri moved to New York to pursue a career as a financial advisor. With my wife (Liz) and two children (Bridget and Brendan), I love living in Larchmont. I am a passionate supporter of March of Dimes, the charity fighting for the health of all moms and babies. Licenses held:Series 65 Uniform Investment AdvisorSeries 24 General Securities PrincipalSeries 7 General Securities Representative
Experience
Outside Advisor
Larchmont Volunteer Ambulance Corps
Jun 2021 — Present · Larchmont, NY, US
Supporting the Volunteer Ambulance Corps that supports my community.
Education
University of Missouri-Columbia
Bachelor of Science (B.S.), Finance
1999 — 2003
Skills
- Investments
- Private Equity
- Series 7
- Series 63
- Wealth Management
- Structured Products
- Equities
- Bonds
- Investment Banking
- Corporate Finance
- Securities
- Alternative Investments
- Capital Markets
- Mergers & Acquisitions
- Strategy
- Finance
- Financial Advisory
- Bloomberg
- Fixed Income
- Financial Modeling
- Bloomberg Terminal
- Valuation
- Hedge Funds
- Asset Allocation
- Investment Strategies
- Mutual Funds
- Due Diligence
- Portfolio Management
- Investment Management
- Derivatives
- Trading
- Funding
- Wealth Management Services
- Asset Management
- Financial Markets
- Cash Management
- Financial Risk
- Banking
- Relationship Management
- Risk Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.