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 planning-based 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 College, 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.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Insights
Redefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read Now
How to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now
J.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read Now
Your house may be spying on you. Save yourself.
October 27, 2025All 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 Now
30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read Now
Beware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read Now
Parents, you need to teach your kids about financial fraud
October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Losing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowRedefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowHow to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read NowJ.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read NowYour house may be spying on you. Save yourself.
October 27, 2025All 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 Now30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowParents, you need to teach your kids about financial fraud
October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now