,CPA/PFS, CFP®
As a wealth manager, Patrick works closely with a wide range of high-net-worth clients, specializing in servicing those in the medical field. He implements tailored wealth management solutions, leveraging his experience in financial planning and consulting to assist clients with investment counseling, retirement planning, estate planning, wealth enhancement, asset protection, tax planning, and other significant financial decisions. He is also responsible for developing and implementing Modera’s client experience framework, ensuring a high-touch, referable experience for all clients.
Pat has over 15 years of financial services experience. Prior to joining Modera in February 2015, he was part of both the audit and tax teams at PricewaterhouseCoopers (PwC). He began his career at a small advisory firm in Pennsylvania and was inspired to become a financial planner when helping his newly widowed grandmother take charge of her finances. He found the experience to be deeply rewarding—and life-changing.
Pat received a B.S. in finance from St. Joseph’s University and an MBA in accounting from La Salle University. He is a CERTIFIED FINANCIAL PLANNER® professional, a certified public accountant, and a member of the American Institute of Certified Public Accountants (AICPA). Pat is also active on the Board of Blue Sky Surgical, a nonprofit dedicated to organizing surgical missions.
Outside of work, Pat is actively working to chip away at his ever-growing bucket list, which includes attending unique sporting events, visiting National Parks with his family, and becoming a better fly fisherman.
Pat lives in Downingtown, PA with his wife and children.
What do you value most in your client relationships?
I enjoy learning about each client’s unique story and understanding what matters most to them. Whether it’s an anesthesiologist sharing the experience of saving a life or a business owner seeking a big risk pay off, every journey is different. I love building personal relationships and working closely with clients and their families to help them achieve their goals.
What sparked your interest in financial planning? What fuels you every day in your work?
When my grandfather passed away while I was in college, I started having dinner once a week with my grandmother, who lived nearby in Northeast Philadelphia. She wasn’t confident in managing her finances and asked if I could help. Being able to provide her with peace of mind through helping her better understand her financial situation was incredibly rewarding—I knew from that moment that this was what I wanted to do.
How do you do good in your community?
I serve as the treasurer for Blue Sky Surgical, a non-profit dedicated to organizing surgical missions in countries like Honduras and Haiti. It’s an honor to contribute to such a meaningful cause, especially one founded by a friend and mentor, Tony Coletta.
When you retire you’re going to…?
Travel with my wife and spend more time with my kids.
Where did you grow up? Where do you live now?
Except for two years spent in Denver, Colorado, I have lived in the Philadelphia area for my entire life. I grew up in Bucks County, and now live in Chester County.
Certified Public Accountant/Personal Financial Specialist™, CERTIFIED FINANCIAL PLANNER®
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Control What You Can Control: Minimize Your Vulnerabilities
Patrick D. Runyen
Director of Organic Growth, Wealth Manager, Principal