Patrick Flaherty, CIPM, is responsible for shaping the strategic direction and development of First Rate’s Data Aggregation solution, DAAS, and overseeing the operations of the Fee Manager business unit including developing and maintaining client and partner relationships. In 2011, he completed the requisite study and exams for the certificate in investment performance measurement (CIPM).
Flaherty brings expertise from across the wealth management industry. Prior to joining First Rate, Patrick was the Advisory Product Manager at Wells Fargo Advisors for all internally advised SMA products in addition to previous strategic and design leadership for the firm’s client reporting platforms. Patrick brings additional experience from roles in manager search software at Informa Investment Solutions, as an SMA trader and Portfolio Administrator at Thompson, Siegel & Walmsley along with front office experience at Legg Mason Wood Walker.
Patrick graduated from the University of Richmond with a Bachelor of Science degree in Business Administration with concentrations in Finance and Marketing. Patrick earned his MBA from North Carolina State University with a concentration in Financial Management.
Patrick lives in Exeter, NH with his wife and three children.