Patrick O'Brien

VP & Sr. Relationship Manager at PNC Wealth Management
(800) 762-6111

Patrick is responsible for developing and managing PNCs relationships with our HNW and Ultra-HNW clientele; individuals & families, business owners, corporate executives, and physician practices.

As a Certified Exit Planning Advisor (CEPA) he may also provide advice to clients and their professional advisors on a variety of complex questions related to growing or preserving their wealth, including working with clients’ professional advisors with regard to tax and estate planning, multigenerational asset allocation, individual and corporate retirement planning, and the sale of closely held businesses.

Patrick sits on several closely held business Advisory Boards, Foundation Boards, and is a Founding Board Member of the Northeast Ohio Chapter of the Exit Planning Institute.

Location

1900 E. 9th Street)
Cleveland , Ohio , 44114
United States

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