Patrick McCahill
Senior Wealth Advisor at Egan Wealth Advisors
Based in New York, United States
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Seniority
Manager
Department
Finance & Accounting
Location
New York
Industry
Financial Services
Company size
5
Contact information
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p•••••••@hightoweradvisors.com
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Background
About Patrick McCahill
Patrick McCahill is a Senior Wealth Advisor for Egan Wealth Advisors. He is responsible for managing client relationships, delivering a broad range of client services, implementing updates to client investment portfolios, and assisting in the development of personalized, goals based wealth management strategies for individuals, families, business owners and corporations. Prior to joining The Egan Group in 2016, Patrick served as a Research Analyst and Relationship Manager for Gouldin & McCarthy, LLC, where he focused on 401(k) retirement plan consulting and investment research. He currently holds the Series 7 & 65 licenses, Life and Health Insurance Licenses and is enrolled at NYU to obtain the Certified Financial Planner™ (CFP™) designation. Patrick earned his Bachelor of Science degree in Finance from Fairfield University’s Charles F. Dolan School of Business. While attending Fairfield University, he was instrumental in founding the Men’s Club Lacrosse team and a chapter of the John Taylor Babbitt Heart Club. Patrick lives in Chatham with his wife, Kaley and their three children. In his spare time, he enjoys spending time with friends and family, following his favorite sports teams, and traveling.
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