Patrick VanRoten

Principal and Co-Founder

Patrick is Principal and Co-Founder of Northeast Private Wealth Management. Most recently, he was Vice President — Investments and Portfolio Manager of the Northeast Group at Morgan Stanley, a comprehensive wealth management team.

Patrick joined Morgan Stanley in 2010, focusing on offering clients financial planning and asset management solutions. He led the Northeast Group team at Morgan Stanley in implementing technical analysis and tactical allocation of client portfolios. Patrick utilizes these techniques to help provide dynamic customized portfolio solutions designed to minimize risk and achieve the efficient transfer of affluence across generations. He began his career in financial services in 1996.

Patrick holds professional registrations of Series 7, 63 and 65, along with New York State Life Insurance license. He is a graduate of St. John’s University with a bachelor’s degree in finance. In their free time, Patrick, his wife Courtney and their sons Patrick Jr. and Cody enjoy boating and fishing along the south shore of Long Island.

Check the background of this investment professional on FINRA’s BrokerCheck.

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