Patrick is a 20+ year veteran of the financial services industry with an extensive background in structured finance, investment banking, and equity research.
He is a CERTIFIED FINANCIAL PLANNERTM holding his Series 7, 63, and 65 securities licenses and a life, accident, and health insurance license.
He earned his MBA in Finance, Management, and Entrepreneurship from New York University's Graduate School of Business and a BA in Economics with minors in German and Accounting from the College of the Holy Cross. He is a member of the Beta Gamma Sigma business school honor society and a former NCAA Division I soccer player at Holy Cross.
Patrick Healey is an avid traveler, endurance athlete, and wine enthusiast, and he applies this same passion for life as he does in working with clients. He is also a regular contributor to Investopedia, Kiplinger and other online publications.
Erin joined Caliber Financial as our Director of Operations in 2019, bringing with her over 15 years of experience in the financial services industry. She has held various roles in sales and client services with firms including Guggenheim Investments and Triloma Securities.
She earned her BS in Computer Science and Mathematics from Wagner College and is a former NCAA Division 1 soccer player.
Erin holds her Series 7 and 66 securities licenses and is an integral member of the Caliber team.
Jeanne is the Administrative Assistant for Caliber Financial Partners and is responsible for handling overall office management, client account processing, marketing, compliance, and day-to-day administrative duties.
Jeanne joined Caliber in January 2014 and brings with her a 17 year administrative background, having worked in the Real Estate, Litigation, and Corporate Departments at Dewey Ballantine, LLP. She earned a diploma in Secretarial Studies from the Grace Institute in New York City.
Jeanne is the first point of contact at Caliber Financial for any client administrative needs.