Patrick Kehoe

I am a dedicated financial professional with a strong background in investment management and client relationship building. My experience spans several years in the financial services industry, where I have successfully engaged clients through strategic prospecting and tailored financial solutions. At Fidelity Investments, I honed my skills in portfolio management and asset allocation, ensuring clients receive optimal investment strategies that align with their financial goals.

Throughout my career, I have consistently demonstrated my ability to analyze market trends and client needs, leading to significant growth in investment portfolios. As the #1 Private Client Banker in the Hudson Valley NY Region at KeyBank, I was instrumental in onboarding the Key Private Client Segment and achieving remarkable growth in client assets. My commitment to providing exceptional customer service has been recognized through high satisfaction scores and client referrals.

In addition to my professional achievements, I value mentorship and leadership, having guided younger advisors in their development. I believe in the power of collaboration and strive to create financial plans that empower clients to achieve their desired lifestyles. I am eager to bring my expertise and passion for financial planning to a dynamic team that values client success and innovation.