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Patrick Kavey
Patrick Kavey
Vice President - Relationship Manager | Cambridge Trust
Wellesley, Massachusetts, United States
Patrick Kavey
Summary
Patrick Kavey is a seasoned financial professional with extensive experience in wealth advisory services. Currently serving as Vice President and Relationship Manager at Cambridge Trust, he specializes in providing comprehensive financial planning and customized banking solutions to a diverse portfolio of clients, including individuals, families, and nonprofits. His prior roles have spanned various financial institutions, where he honed his skills in investment management and client relations. Patrick's educational background includes a Master's in Taxation from Northeastern University, complementing his undergraduate degree from Boston College. He is deeply committed to philanthropy, having worked with the Francis Ouimet Scholarship Fund to support students in the golf industry. Patrick is known for his thought leadership in the financial sector and his ability to foster long-lasting client relationships. His professional journey reflects a strong adaptability to the evolving financial landscape, showcasing his dedication to both personal and organizational growth.
Patrick Kavey
Work Experience
Vice President - Relationship Manager at
Cambridge Trust
April 2022 - Present
Major Gift Officer at
Francis Ouimet Scholarship Fund
September 2020 - July 2021
Vice President at
Howe & Rusling Wealth Management
September 2017 - September 2020
Vice President at
Silicon Valley Bank
December 2012 - March 2016
Director - Education and Government Practice at
Cliftonlarsonallen LLP
January 2009 - December 2012
Vice President at
GW & Wade | The Colony Group
January 2008 - December 2008
Vice President at
Bny Mellon Wealth Management
July 2006 - December 2007
Vice President at
Fidelity Investments
April 2000 - December 2004
Patrick Kavey
Education
January 2001 - January 2003
Boston College, Ba
January 1985 - January 1989
Frequently Asked Questions about Patrick Kavey
What is Patrick Kavey email address?
Patrick Kavey's primary email address is *************@cambridgetrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Patrick Kavey work for?
Patrick Kavey is a Vice President - Relationship Manager at Cambridge Trust, a company specializing in Functions related to depository banking.
Where Patrick Kavey graduated from?
Patrick Kavey holds a degree in Taxation from Northeastern University.
How can I directly contact Patrick Kavey?
To contact Patrick Kavey directly, you can use the email address *************@cambridgetrust.com. Complete contact information is available upon registration with Muraena.
Who is Patrick Kavey?
Patrick Kavey is a seasoned financial professional with extensive experience in wealth advisory services. Currently serving as Vice President and Relationship Manager at Cambridge Trust, he specializes in providing comprehensive financial planning and customized banking solutions to a diverse portfolio of clients, including individuals, families, and nonprofits. His prior roles have spanned various financial institutions, where he honed his skills in investment management and client relations. Patrick's educational background includes a Master's in Taxation from Northeastern University, complementing his undergraduate degree from Boston College. He is deeply committed to philanthropy, having worked with the Francis Ouimet Scholarship Fund to support students in the golf industry. Patrick is known for his thought leadership in the financial sector and his ability to foster long-lasting client relationships. His professional journey reflects a strong adaptability to the evolving financial landscape, showcasing his dedication to both personal and organizational growth.
Patrick`s contact details
*************@cambridgetrust.com
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