As Administrative Director, Patricia is responsible for the ongoing support of Prio’s human resources, operations, and compliance programs. She also aids in the oversight of Prio’s network and business continuity plan, cybersecurity efforts, and provides financial analysis for the firm. Patricia has been with Prio Wealth since 2003, and is valuable resource to the firm’s daily operations and controls. She is a member of Prio’s Finance, HR, and Operations & Compliance Committees.
Prior to joining Prio Wealth, Patricia worked at Babson United Investment Advisors as an Operations Manager. She is a graduate of Worcester State University Bachelor of Science in Economics and Urban Studies, and received her MBA from Southern New Hampshire University. She is a member of the AUG Exchange, Investment Advisor Association, Society of Human Resource Management, and Northeast Human Resource Association.
Patricia enjoys spending time with her two young adult children and her beloved dogs. Her personal priorities include binging new Netflix shows, traveling, and finding new and exciting Costco products.