Patrick CorbettPatrick Corbett, CPWA®Executive DirectorWealth Partner
About Patrick
Patrick Corbett is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management. A principal and founding member of The Corbett Mason Group, he serves the sophisticated advisory needs of high-net-worth individuals and corporate executives, offering comprehensive financial strategies that help provide value across the entirety of their assets.
Patrick works directly with a select group of clients who seek family office style support for the multitude of issues that they face. His approach is holistic and he helps to orchestrate an extensive range of important requirements—investment strategies, trust & estate planning, preferred lending and mortgage programs.
As a particular area of focus, Patrick is highly adept at helping C-suite executives navigate the financial complexities that often accompany a successful career. He has extensive proficiency in pre- and post-IPO planning, restricted stock and options trading, concentrated equity risk management and 10b5-1 plan design & execution. Patrick partners alongside CPAs, attorneys and other outside professionals to address tax considerations, liquidity management and more. He mentors fellow group members and takes pride in nurturing a strong and cohesive partnership.
Patrick is a graduate of Framingham State College where he earned a B.A. in Economics. He holds the Certified Private Wealth Advisor® certification (CPWA®), an advanced credential that focuses on every phase of wealth—accumulation, preservation and transfer. Patrick has been named by Forbes in 2019, 2020 and 2021 as one of the Best-In-State Wealth Advisors.2 In 2021, The Corbett Mason Group was named a Barron's Top 100 Team.3 These recognitions are a tremendous testament to his commitment and integrity.
With 25 years of industry experience, Patrick joined Hambrecht & Quist early in his career to manage concentrated equity positions within the technology and healthcare sectors. While there, he co-founded The Corbett Mason Group and together, the team has delivered investment advisory and wealth management services at Bear Stearns and Morgan Stanley/Smith Barney. In 2017, they joined J.P. Morgan to offer clients the benefit of boutique-level support coupled with the fortress balance sheet of one of the largest and most respected financial firms in the world.
Patrick resides in Hopkinton, MA, with his wife and son. When not in the office or with clients, he enjoys golf, going to the beach and spending time with friends and his large and extended family.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now