Patrick is the managing member of the firm. He has more than thirty years of legal and consulting experience in the employee benefits field and is responsible for assisting clients with managing operational and fiduciary risks associated with their defined contribution and defined benefit retirement plans and executive benefit plans. He consults with clients on plan design, implementation, and administration and provides technical and strategic support to both clients and colleagues on all aspects of Internal Revenue Code and ERISA compliance issues. Patrick is also responsible for educating clients on emerging legal issues, benefit trends and overseeing compliance-related activities, such as governance, document drafting, government filings, nondiscrimination testing, operational compliance reviews, and merger and acquisition due diligence and benefit integration.
Prior to joining PBM&S, Patrick was with the Boston office of Towers Perrin where he was a senior consultant and one of the leaders of the firm's Governance and Compliance Advisory practice, a group of attorneys and other benefits consultants who provide technical support on complex compliance issues. He primarily supported the Southeast and New England regions but was also a national resource for all compliance related activities. He was also responsible for development of intellectual capital for the practice.
Patrick serves as the chairperson for the City of Newport, Rhode Island Trust & Investment Commission which oversees investment of the city's pensions, retiree medical and other trust assets.
Patrick has lectured for various professional benefits organizations in the New England area including the International Society of Certified Employee Benefits Specialists, the New England Employee Benefits Council (NEEBC), and the Actuaries Club of Boston. He is a member of the New England Employee Benefits Council and the Rhode Island Bar Association.
New England School of Law: Juris Doctorate,
Fairfield University: Bachelors of Science
degree in Mathematics, 1985