Patrick Healey, MBA CFP®

President & Chief Investment Officer at Caliber Financial Partners
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Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area
Languages
  • English Native or bilingual proficiency
  • German Limited working proficiency
Skills

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5.0

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Ben Matheson, CMFC

Patrick has always been one of the finest examples of professionalism in our industry. Incredible integrity and genuinely one of the best advisers I've ever worked with.

Edward Lin

Patrick Healey provided financing alternatives for our department. He was professional, courteous, and knowledgeable. One can always depend on Patrick.

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Credentials

  • CERTIFIED FINANCIAL PLANNER™
    CFP Board
    Feb, 2011
    - Oct, 2024

Experience

  • Caliber Financial Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • President & Chief Investment Officer
      • Nov 2013 - Present

      At Caliber Financial Partners, we employ a 'client first' approach to everything that we do. The financial landscape is growing increasingly complex, and we feel that clients should demand more from their advisor relationship, In these challenging times, it's our primary responsibility to give people peace of mind, knowing that the savings they work so hard to accumulate are being preserved and that our clients are taking the necessary steps to plan for their retirements and protect their families' well-being. Show less

  • Cheddar News
    • United States
    • Broadcast Media Production and Distribution
    • 100 - 200 Employee
    • Commentator
      • Feb 2020 - Present
  • CNBC
    • United States
    • Broadcast Media Production and Distribution
    • 700 & Above Employee
    • Regular Contributor
      • Nov 2019 - Present

      Thought leader and regular contributor for CNBC, publishing periodic articles on financial planning and investment management industry topics. Thought leader and regular contributor for CNBC, publishing periodic articles on financial planning and investment management industry topics.

  • Kiplinger
    • United States
    • Book and Periodical Publishing
    • 1 - 100 Employee
    • Regular Contributor
      • Oct 2018 - Sep 2020

      Thought leader and regular contributor for Kiplinger, publishing periodic articles on financial planning and investment management industry topics. Thought leader and regular contributor for Kiplinger, publishing periodic articles on financial planning and investment management industry topics.

  • Investopedia
    • United States
    • Internet Publishing
    • 1 - 100 Employee
    • Regular Contributor
      • May 2018 - Aug 2019

      Thought leader and regular contributor for Investopedia, publishing monthly articles on financial planning and investment management industry topics. Thought leader and regular contributor for Investopedia, publishing monthly articles on financial planning and investment management industry topics.

  • Dynasty Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • CERTIFIED FINANCIAL PLANNER™ at Dynasty Advisors, LLC
      • Mar 2010 - Nov 2013
  • Staten Wealth Strategies, an office of Met Life
    • Financial Advisor/Investment Advisor Representative
      • Sep 2008 - Mar 2010
  • Lynx Capital Partners, LLC
    • United States
    • Information Technology & Services
    • 1 - 100 Employee
    • Equity Trader
      • Aug 2007 - Mar 2008

      Executed proprietary equity trades on the NYSE, NASDAQ and AMEX, using various technical analysis including Candlestick patterns, stochastics, MACD, Fibonacci sequences, RSI, etc. Traded approximately 30,000 in daily volume. Executed proprietary equity trades on the NYSE, NASDAQ and AMEX, using various technical analysis including Candlestick patterns, stochastics, MACD, Fibonacci sequences, RSI, etc. Traded approximately 30,000 in daily volume.

  • Lehman Brothers
    • Capital Markets
    • 700 & Above Employee
    • Senior Associate
      • Nov 1999 - Jul 2007

      Mortgage Capital and Structured Finance Associate managing structured transactions, liquidity and credit risk, running M&A deals, providing internal consulting for the firm's subsidiaries on operations, management reporting projects and integration activities. Mortgage Capital and Structured Finance Associate managing structured transactions, liquidity and credit risk, running M&A deals, providing internal consulting for the firm's subsidiaries on operations, management reporting projects and integration activities.

  • Donaldson, Lufkin & Jenrette
    • United States
    • Investment Banking
    • Financial Analyst
      • Oct 1996 - Nov 1999

      Financial accounting and product control group, covering mortgage-backed securities, CMO's and Senior Bank Debt products. Daily and monthly P&L reporting, month-end close and general ledger entries and management, hedging of foreign currency positions, managing full IT system conversion through comprehensive parallel testing. Financial accounting and product control group, covering mortgage-backed securities, CMO's and Senior Bank Debt products. Daily and monthly P&L reporting, month-end close and general ledger entries and management, hedging of foreign currency positions, managing full IT system conversion through comprehensive parallel testing.

Education

  • New York University - Leonard N. Stern School of Business
    MBA, Finance, Management and Entrepreneurial Studies
    2000 - 2003
  • College of the Holy Cross
    BA, Economics, German, Accounting
    1992 - 1996
  • Kaplan University
    Certificate in Financial Planning, Financial Planning and Services
    2009 - 2010
  • St. Peter's Prepatory School
    high school diploma, college prep
    1988 - 1992
  • St. Andrew's Elementary School
    Diploma, General Studies
    1979 - 1988
  • College of the Holy Cross
    Bachelor's degree, Economics
    1992 - 1996

Community

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