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Phone: (813) 387-3218
Patrick W. Kenefick, Vice President, re-joined the firm in 2012 as a Wealth Advisor specializing in investment management for high net worth individuals and non-profit organizations. He had previously held a position at the firm in the Private Asset Management Group. Prior to re-joining the firm, Patrick was a senior vice president and wealth structuring specialist at Merrill Lynch Trust Company. Before that, he held positions at First National Bank of Florida, Fisher Investments and Trusco Capital Management/Sun Trust. Patrick received a BBA in finance from the University of Georgia and graduated from the Florida Trust School.
“For over two decades, I have worked with families and non-profit institutions, and made the attainment of their financial goals my primary focus. Because multigenerational wealth planning is a concern for many of my clients, I often partner with their existing tax advisors or call on the trust and estate planning professionals at Neuberger Berman Trust Company to create integrated solutions. The vast resources and investment expertise available at Neuberger Berman are instrumental in bringing together customized strategies for my clients.”
—Patrick W. Kenefick, Wealth Advisor
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