Patrick HenryPatrick Henry, CFP®, CIMA®Executive DirectorWealth Partner
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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June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now