Patrick Carrigan, Cfa
About Patrick Carrigan, Cfa
Patrick Carrigan is a Senior Vice President of Investments at UBS, where he has worked since 2009. He holds a BSBA in Accounting from the University of Arkansas and the Chartered Financial Analyst (CFA) designation, specializing in wealth management across 19 states.
Work at UBS
Patrick Carrigan has served as Senior Vice President-Investments at UBS since 2009. In his role, he has contributed to the development and implementation of wealth management strategies for clients. With over a decade of experience at UBS, he has focused on providing financial advisory services tailored to a diverse client base. His extensive knowledge in investments and wealth management has positioned him as a key figure in the firm's investment advisory team.
Education and Expertise
Patrick Carrigan earned a Bachelor of Science in Business Administration (BSBA) with a focus on Accounting from the University of Arkansas at Fayetteville. His academic background laid the foundation for his career in finance and investment. Additionally, he holds the Chartered Financial Analyst (CFA) designation, which signifies his expertise in investment analysis and portfolio management.
Background
Before joining UBS, Patrick Carrigan worked at Morgan Stanley for 28 years, where he held the position of Senior Vice President-Investments from 1981 to 2009. His long tenure at Morgan Stanley provided him with extensive experience in the financial services industry, allowing him to develop a deep understanding of investment strategies and client needs.
Achievements
Patrick Carrigan is licensed to operate as a financial advisor in 19 states across the United States, including major markets such as California, New York, and Texas. His ability to navigate various state regulations enhances his capacity to serve a wide range of clients effectively. His specialization in wealth management reflects his commitment to providing comprehensive financial advisory services.