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Patrick founded the fee-only financial planning and private money management firm in October 2004 after spending several years at Merrill Lynch as a Financial Advisor. Pat’s primary responsibility is heading up the firm’s Private Client Group which is responsible for providing financial planning, wealth management and investment advisory services primarily for individuals and families with a net worth of $2 million and above. Pat also chairs the firm’s Investment Committee which sets the overall investment strategy for both Greenspring’s Private and Institutional Clients.

Pat has been quoted extensively in publications such as SmartMoney Magazine, Wealth Manager Magazine, The Baltimore Examiner, Journal of ...More
  • Description: Registered Investment Advisor (RIA). Trading frequency: Monthly
  • Interests: ETFs
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