Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024

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

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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