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
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November 13, 2024During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHow did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read NowWhat strategies could you use now for more charitable impact – and lower taxes?
November 14, 2024Combine tax-loss harvesting with charitable gifting of appreciated securities to enhance your giving and gain tax relief.Read NowOctober 2024 CPI report: Inflation met expectations, supporting the Fed’s easing path
November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read NowHow to title your assets
November 14, 2024Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read NowShould you take the plunge? Discover the benefits and trade-offs of phasing into markets
November 13, 2024Taking a gradual approach to adding long-term equity exposure – known as phasing in, or dollar-cost averaging – can help reduce overall portfolio volatility.Read NowLosing a loved one: Tasks you may not want to delay
November 13, 2024During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now