Patrick Moran

Financial Consultant

Patrick is a financial advisor and portfolio manager at Constellation. Patrick devotes a significant amount of time on one client relationship serving as the Chief Financial Officer and Investment Advisor for an ultra high net worth family, a role he has served since 1998.

Prior to joining Constellation, Patrick worked at Silvercrest Asset Management Group, LLC for three years as Senior Vice President and Portfolio Manager. He also served on the firm's Hedge Fund and Investment Management Committees. Patrick's previous experience also includes working for two New York City accounting firms where he provided audit, tax and financial planning services to a diverse clientele.

Patrick is a Certified Public Accountant and a member of the Association for Investment Management and Research. Patrick graduated with honors from Baruch College where he earned a Bachelor of Science degree in Accounting.

He resides in Park Ridge, New Jersey with his wife and two daughters.