Patrick
Mchale
Bbr Partners, LLC
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About this Advisor
Patrick Mchale is a financial advisor based in West Hartford, Connecticut, working with Bbr Partners, LLC. Patrick has previously held positions at Connecticut Wealth Management, Hall High School, Colorado Rockies, Colorado Rookies, Pratt & Whitney Aerospace Company, Providence College, and Bbr Partners. Patrick has passed the Series 65 regulatory exam and is registered to provide services in Connecticut and New York. Currently, Patrick is part of Bbr Partners, LLC, which operates out of West Hartford, Connecticut. The firm has 5 offices and 170 employees. The firm manages assets totaling $28.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Bbr Partners, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bbr Partners, LLC Brokerage Details
$28,082,600,000
170
4,600
$6,104,913
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Patrick Mchale Work History
Bbr Partners
Connecticut Wealth Management
Connecticut Wealth Management
Colorado Rockies
Pratt & Whitney Aerospace Company
Colorado Rookies
Colorado Rockies
Providence College
Hall High School
Disclosures
Please visit the SEC profile of Patrick Mchale to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bbr Partners, LLC
New York, NY
Berkeley Heights, NJ
New York, NY
Hoboken, NJ
New York, NY
New York, NY
New York, NY
New York, NY
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