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Patrick Kavey

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Patrick Kavey

Vice President - Relationship Manager | Cambridge Trust

Wellesley, Massachusetts, United States

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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.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Patrick Kavey

Work Experience

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Vice President - Relationship Manager at

Cambridge Trust

April 2022 - Present

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Major Gift Officer at

Francis Ouimet Scholarship Fund

September 2020 - July 2021

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Vice President at

Howe & Rusling Wealth Management

September 2017 - September 2020

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Vice President at

Silicon Valley Bank

December 2012 - March 2016

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Director - Education and Government Practice at

Cliftonlarsonallen LLP

January 2009 - December 2012

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Vice President at

GW & Wade | The Colony Group

January 2008 - December 2008

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Vice President at

Bny Mellon Wealth Management

July 2006 - December 2007

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Vice President at

Fidelity Investments

April 2000 - December 2004

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Patrick Kavey

Education

Northeastern University, Ms

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

mail

*************@cambridgetrust.com

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Susan Cannon Ctfa

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Aimee Forsythe Cfa

Senior Vice President & Senior Portfolio Manager

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Pilar Pueyo Sphr

SVP, Human Resources Director

Barry Susan

Vice President

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George Sidgwick

VP, Senior Equity Research Analyst & Portfolio Manager

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