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J. Patrick Collins Jr., CFP®, EA
Partner & Managing Director, Private Client Group
CONTACT INFOPhone: 443-564-4600EmailLinkedIn Profile
Patrick founded the fee-only financial planning and private money management firm in October 2004 after spending several years at Merrill Lynch as a Financial Advisor. Pat’s primary responsibility is heading up the firm’s Private Client Group which is responsible for providing financial planning, wealth management and investment advisory services primarily for individuals and families with a net worth of $2 million and above. Pat also chairs the firm’s Investment Committee which sets the overall investment strategy for both Greenspring’s Private and Institutional Clients.
Pat has been quoted extensively in publications such as SmartMoney Magazine, Wealth Manager Magazine, The Baltimore Examiner, Journal of Financial Planning, Investment Advisor, Registered Rep, Financial Advisor and National Underwriter Life and Health. In 2007, Pat was selected by Money Magazine as the advisor to help a family evaluate their financial situation as part of publication’s “Money Makeover” feature article.
Patrick received his Bachelor of Science degree from the Pennsylvania State University and obtained his CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board of Standards. In September of 2005 he became an Enrolled Agent, broadening his knowledge of the US Tax Code and allowing him to represent taxpayers in front of the IRS. He is also active within the National Association of Personal Financial Advisors (NAPFA), the primary professional organization for financial planners who have agreed to work only on a fee-only basis.
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Recent Posts:
Playing the Odds
by J. Patrick Collins Jr., CFP®, EA
In this short webinar we’ll discuss the some simple strategies that have been proven to outperform the broad market over extended periods of time. Time – 5 minutes and 49 seconds.
Greenspring Pathfinder Report – Q1 2012
by J. Patrick Collins Jr., CFP®, EA
The Pathfinder Report provides Greenspring’s outlook on the markets and a review of performance of major indices as of March 31, 2012.
The Conflicted World of Financial Services
by J. Patrick Collins Jr., CFP®, EA
In this brief webinar we’ll review some of the examples of conflicts of interest embedded in the brokerage industry’s compensation models and how Greenspring has attempted to overcome these conflicts by aligning the interests of the client and advisor.
Why We Aren’t Buying Facebook’s IPO
by J. Patrick Collins Jr., CFP®, EA
In this brief webinar we’ll touch on the recent craze surrounding Facebook’s Initial Public Offering.