Patrick Donovan

Patrick Donovan

Managing Director and Partner at EP Wealth Advisors
Boston, Massachusetts, United States

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Work Experience

EP Wealth Advisors

Managing Director and Partner

2022-09-01 - Present

Minot Wealth Management, LLC

Managing Partner

2019-01-01 - 2022-09-01

J.P. Morgan

Vice President, CFP®, Private Banker

2013-01-01 - 2019-01-01

Credit Suisse

Vice President, CFP®, Private Banker

2009-02-01 - 2013-08-01

Bank of America

Financial Advisor

2006-01-01 - 2009-01-01

Skills

investment management holistic financial planning wealth advisory retirement planning estate planning tax planning business planning divorce planning

Languages

English