Patty is a Senior Adviser and joined Beekman Wealth Advisory in 2012, which merged with Prime Quadrant US in 2022.

Previously, she had been an executive with JH Whitney Investment Management, LLC, a registered investment adviser, where she rose to the position of Chief Financial Officer; an accounting manager and senior manager of contracts administration at Daimler Chrysler Capital Services; and a supervising senior accountant at KPMG Peat Marwick, LLP.

Patty earned her BBA and MBA in Public Accounting from Pace University, where she was named the Outstanding Female Accountant.