Patrick
Mchale

Bbr Partners, LLC

CRD#7289031
Investment Advisor
in West Hartford, CT

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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

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

West Hartford, CT

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Bbr Partners, LLC Brokerage Details

Total Assets Under Management

$28,082,600,000

CT Average: $7,464,549,021
Total Number of Employees

170

CT Average: 88
Total Number of Accounts

4,600

CT Average: 3,892
Average Account Size

$6,104,913

CT Average: $1,917,921

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

2021 - Present (3 years)

Bbr Partners

2020 - 2021 (1 year)

Connecticut Wealth Management

2020 - 2021 (1 year)

Connecticut Wealth Management

2018 - 2018 (< 1 year)

Colorado Rockies

2018 - 2018 (< 1 year)

Pratt & Whitney Aerospace Company

2017 - 2017 (< 1 year)

Colorado Rookies

2016 - 2016 (< 1 year)

Colorado Rockies

2015 - 2019 (4 years)

Providence College

2011 - 2015 (4 years)

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

Matthew Barsalona
Hoboken, NJ
William Carter
New York, NY
John Niles
New York, NY
Nikita Mutalik
Berkeley Heights, NJ
Robert Pierce
New York, NY
Gabriela Canaan
New York, NY
Charles Luzio
New York, NY
Michael Darosa
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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