Pat serves as a Compliance/Strategic Partner at Trinity Private Equity Group, focusing his efforts to increase Trinity’s presence and assets in Coastal and South Texas.

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Pat brings over 35 years of investment analysis and wealth management experience to serve Trinity’s clients.  From 1993 to 2019, Pat served as partner, senior portfolio manager and securities analyst with Oxbow Advisors and its predecessor, King Investment Advisors, in Houston.  In the early nineties, he was an investment underwriter for US WEST’s corporate finance group, analyzing securities and managing portfolios of high yield bonds, leveraged loans, and private placements. Pat began his investment career as a corporate banker at RepublicBank Dallas (now Bank of America) before moving to ABQ Capital Markets, where he managed a portfolio of high-yield bonds and leveraged loans.  He attained the rank of Captain in the US Air Force, negotiating contacts at Hughes Aircraft Company in Los Angeles.

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In 2018, Forbes selected Pat as one of the top 15 wealth advisors in Texas. In 2019, the magazine named him one of the top 10 wealth advisors in South Texas.

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Pat is a CFA charterholder, elected to serve as the President of the CFA Society of Houston in 1999 and as the President of the CFA Societies of Texas in 2017.  He also served as governor of the Investment Advisor Association (IAA) for nine years.  Presently, Pat serves as chair of the Advocacy Committee of the CFA Societies of Texas.

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Pat graduated from the United States Air Force Academy with a BS in Economics in 1979 and earned his Master of Business Administration from Pepperdine University in 1982. He and his family currently reside in Houston, Texas.