As Chief Marketing Officer, Patty is responsible for the establishment and implementation of all marketing strategies and programs for Affinia Financial Group and Special Needs Financial Planning. She works closely with the advisory team to align marketing programs with the firm’s overall business goals.
The marketing effort is primarily mission-based: to provide individuals and families with helpful information that will positively impact their lives. This content is shared primarily via the firm’s websites, Affinia Financial Group and Special Needs Financial Planning and social media pages. A skilled expository writer with a strong background in finance, Patty has been inspired by the commitment of the team to develop a significant base of knowledge in the area of planning for people with disabilities. She works closely with the advisory group to create content that shares fresh and insightful information with the site’s thousands of visitors and followers.
She holds an MBA from the Stern School of Business at NYU and a BS in Mathematics from the University at Albany (NY). Previously she worked in capital markets at Lehman Brothers, where she was a Corporate Vice President and Marketing Manager for International Capital Markets.
Patty enjoys tennis, biking, reading, entertaining, fashion, all streaming services and most of all being with family and friends.
Fun fact: No one loves (or celebrates) their birthday as much as Patty does. It’s tiara time:)!
Financial planning and investment advice offered through Affinia Financial Group, LLC, a registered investment advisor. Securities offered through LPL Financial, Member FINRA/SIPC. Affinia Financial Group, Special Needs Financial Planning and LPL Financial are separate entities.