Patrick HenryPatrick Henry, CFP®, CIMA®Executive DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Patrick
Patrick Henry is an Executive Director and Wealth Partner at J.P. Morgan Wealth Management.
A co-founder of The Gold-Henry Wealth Management Group, Patrick employs a comprehensive planningbased approach to advise high-net-worth individuals and affluent families in pursuit of their financial objectives.
Patrick guides his clients toward making intelligent financial decisions for themselves and their families by designing customized strategies aligned with their goals. He serves as a conduit to the global resources of J.P. Morgan, one of the world's largest and most respected financial firms, delivered with the feel of a boutique.
As a member of the J.P. Morgan Wealth Management Portfolio Manager Program, Patrick is one of a select group of advisors who undergo a screening process to manage discretionary portfolios, and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy.
His clients are drawn to Patrick for his caring nature, curiosity, passion and raw optimism. He derives satisfaction from having a major impact on their financial life, helping empower them to benefit from the rewards of long-term investing that stem from patience and discipline.
Patrick's career spans more than two decades, beginning at Bear Stearns, then onto UBS and then eventually progressing to a senior role at Morgan Stanley. He joined J.P. Morgan in his present capacity in 2018, believing his clients could benefit from its thought leadership, market perspectives and intellectual capital.
A graduate of Iona University, Patrick earned a B.B.A. in Finance. He is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association. He is also a Certified Investment Management Analyst®(CIMA®), a designation he acquired from the Investments & Wealth Institute and The University of Pennsylvania Wharton School of Business.
Patrick lives in New York's Westchester County. When he is not working, he enjoys spending time with his family, being in nature, listening to music, meditating, training in mixed martial arts and traveling.
Insights
How AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Insight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Three big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now