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Patrick Corbett
I work directly with a select group of clients who seek family office–style support for the multitude of issues they face.

Patrick Corbett, CPWA®

Executive Director

Patrick Corbett, CPWA®


617.654.2288

patrick.corbett@jpmorgan.com

50 Rowes Wharf, 4th Floor
Boston, MA 02110

Awards & Recognition

 

Top 100 Private Wealth Management Teams - 2021

About Patrick

Patrick Corbett is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management. A principal and founding member of The Corbett Mason Group, he serves the sophisticated advisory needs of high-net-worth individuals and corporate executives, offering comprehensive financial strategies that help provide value across the entirety  of their assets. 

Patrick works directly with a select group of clients who seek family office style support for the multitude of issues that they face. His approach is holistic and he helps to orchestrate an extensive range of important requirements—investment strategies, trust & estate planning, preferred lending and mortgage programs.

As a particular area of focus, Patrick is highly adept at helping C-suite executives navigate the financial complexities that often accompany a successful career. He has extensive proficiency in pre- and post-IPO planning, restricted stock and options trading, concentrated equity risk management and 10b5-1 plan design & execution. Patrick partners alongside CPAs, attorneys and other outside professionals to address tax considerations, liquidity management and more. He mentors fellow group members and takes pride in nurturing a strong and cohesive partnership.

Patrick is a graduate of Framingham State College where he earned a B.A. in Economics. He holds the Certified Private Wealth Advisor® certification (CPWA®), an advanced credential that focuses on every phase of wealth—accumulation, preservation and transfer. Patrick has been named by the Financial Times to their Top 400 Financial Advisers list in 2014, 2015, 2017, 2018, 2019.1 Additionally, he was named by Forbes in 2019, 2020 and 2021 as one of the Best-In-State Wealth Advisors.2 In 2021, The Corbett Mason Group was named a Barron’s Top 100 Team.3 These recognitions are a tremendous testament to his commitment and integrity.

With almost 25 years of industry experience, Patrick joined Hambrecht & Quist early in his career to manage concentrated equity positions within the technology and healthcare sectors. While there, he co-founded The Corbett Mason Group and together, the team has delivered investment advisory and wealth management services at Bear Stearns and Morgan Stanley/Smith Barney. In 2017, they joined J.P. Morgan to offer clients the benefit of boutique-level support coupled with the fortress balance sheet of one of the largest and most respected financial firms in the world.

Patrick resides in Hopkinton, MA, with his wife and young son. When not in the office or with clients, he enjoys golf, going to the beach and spending time with friends and his large and extended family.

1.This is Barron’s ranking of wealth advisory teams that specialize in serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members and the resources they have at their disposal to serve their client bases. The teams listed specialize in managing wealth on behalf of individuals and families, as opposed to large organizations and companies. An increasing number of these teams provide services extending beyond investment management: estate planning, taxes and philanthropy.
2.Financial Times Top 400 Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.
3.Forbes Best-In-State Wealth Advisors ranking, developed by SHOOK Research, LLC, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

 

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