Patrick Haley

Patrick Haley, CFP®, serves as the Chief Trading Officer at Ritholtz Wealth Management, where he oversees all facets of trading operations with a focus on implementing sophisticated portfolio strategies for high-net-worth clients and institutional accounts. Based in Portsmouth, RI, he is also a Senior Portfolio Manager and previously held roles as Chief Technology Officer and Financial Advisor at the firm. Patrick specializes in equity and fixed income trading, with particular expertise in U.S. and global equities, ETFs, and sector rotation strategies, as well as risk management and trade execution technologies.

Prior to joining Ritholtz Wealth Management, Patrick’s career path included leadership positions at Merrill Lynch after a distinguished career as a U.S. Navy officer and air traffic controller, lending a disciplined, strategic perspective to his current work. At Ritholtz, he has been instrumental in developing the trading infrastructure that supports the firm's growth and client service, integrating advanced technology with hands-on trading experience.

Patrick holds a Bachelor of Science in Ocean Engineering from the United States Naval Academy and completed Air Traffic Controller training at the U.S. Navy Fighter Weapons School. His background in engineering and military aviation has shaped his approach to risk analytics and operational efficiency, earning him recognition for his ability to translate complex investment objectives into seamless execution across multiple asset classes.