Mr. Hart started Concierge Capital Management, LLC in 2018. His key role is collaborating with affluent families and aiding them with goals-based financial planning and risk mitigation strategies. Concierge Capital’s focal point is to develop unique strategies, created specifically for each individual and their needs. He understands the expectations on a wealth manager with today’s savvy investors and has created a customer service model second-to-none. Beyond just being available, regular quarterly review meetings, monthly newsletters, website access and up-to-date performance reporting are just a few of the standards that you can expect from Concierge Capital Management, LLC.
Prior to starting the company, Patrick spent the previous decade as an investment consultant for non-traded alternative investments and annuity products. In this role, he provided investment insight to the top financial advisors in the state and assisted them in selecting the best products available to meet their client’s needs.
Mr. Hart received his BA in Broadcast Journalism from Penn State University and his Certified Financial Planner designation from the University of Miami. He holds a series 7, series 63, series 65, Life, Health and Long-Term Care license.
In his spare time, Patrick enjoys participating in CrossFit classes, playing pick-up basketball, and spending time with his wife Lindsay and their two children: Kaia (age 3) and Nash (7 months old)