Patrick Murray was a wholesale banking sales executive with a three-decade track record leading multibillion-dollar client transactions at several of the most recognized financial services companies, including JPMorgan, Lehman Brothers, Utendahl Capital Partners and Merrill. His main client focus has included large Money Center, Super Regional/Regional Banks, Investment Houses, and niche residential Private Equity and Hedge Funds. Patrick's product knowledge spans various asset classes with expertise in Securitized products, Credit, Wholesale Funding, and Macro Rates products. JPMorgan recruited Patrick to build their bank specialist sales team within NA Fixed Income Sales and over his 18+-year tenure as a Managing Director, he orchestrated several of the largest and first-of-their kind transactions in the firm's history. By building and nurturing client relationships and leveraging internal teams across investment banking, credit, banking solutions, risk, and markets, Patrick delivered solutions that expanded JPMorgan's footprint which promoted client loyalty and retention. Patrick retired from a successful career in Institutional Sales and Trading in the Fall of 2023. After a brief hiatus, he has embarked on a new chapter, pursuing his long-standing passion for individual wealth and financial advisory by joining The GAM team at Merrill in the Spring of 2024. Patrick earned his MBA with a concentration in finance from Fordham University’s Gabelli School of Business as well as holds a BA in Marketing from New England College. He is licensed with Series 24, 7, 66, and 63 and is a CERTIFIED FINANCIAL PLANNER™, CFP® certificated. Patrick has served on various boards, including the Chatham Township NJ Planning Board and the Fairmount Country Club where he chaired the Membership Committee, New England College Presidential Advisory Board. Additionally, He & his wife, founded the Murray Foundation Scholarship which awards scholarships to students attending St. Peter’s Preparatory School in Jersey City, New Jersey. Patrick a native of Montclair NJ, currently resides with his family, wife Meg and their three children: Dillon, Haley and Maggie. in Chatham NJ, with the family spending additional time in Sea Girt, NJ and Naples FL. An avid golfer and skier, Patrick is also a passionate fan of the New York Mets and New York Jets.
My Philosophy is first and foremost, is to understand you and what matters most to you. Armed over 33 years of Institutional Fixed Income Sales and Trading experience I can ask thoughtful questions, understand a great deal of product offerings, and navigate you through the journey of financial success. -- By listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I can help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.