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Family Wealth Analyst

Patrick Darcy

A member of Pitcairn's Wealth Management team, Patrick supports our relationship managers throughout the financial planning process for our ultra-high-net-worth client families.

In his role as a Family Wealth Analyst, Patrick assists with the development and implementation of comprehensive wealth planning strategies, helping deliver the thoughtful, personalized guidance that is central to Pitcairn’s client experience.

Before joining Pitcairn, Patrick served as a project analyst with HNTB Corporation, providing financial analysis and project support throughout the lifecycle of complex civil infrastructure projects. He also worked as a research fellow at Econsult Solutions, Inc., where he contributed to economic impact studies and supported research initiatives focused on a variety of public policy and economic issues. These experiences strengthened his analytical capabilities and developed his ability to translate complex data into meaningful insights.

Patrick earned a Master of Science in Financial Analysis and a Bachelor of Business Administration in Economics from Temple University’s Fox School of Business.

Patrick is energized by the opportunity to bring precision and care to sophisticated wealth planning work while supporting a team that families trust with what matters most. He values the collaborative environment at Pitcairn and the firm’s commitment to helping families achieve their long-term financial and legacy goals.

Outside of work, Patrick enjoys reading, traveling, distance running, and weightlifting.

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*Please note limitations: The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Pitcairn is engaged, or continues to be engaged, to provide investment advisory services.