Sign In

Patrick Regan

Executive Director Morgan Stanley

Patrick Regan is an Executive Director and Financial Adviser at Morgan Stanley Wealth Management in Sydney, Australia.12 He has a diverse background in finance and extensive educational qualifications:

Career

  • Currently works as an Executive Director at Morgan Stanley Wealth Management1
  • Previously worked on the Sydney Futures Exchange1
  • Served as a proprietary trader for Bankers Trust and Macquarie Bank in New York1

Education

  • Bachelor of Commerce in Economics and Finance from the University of New South Wales1
  • Master of Business Administration from Trinity College Dublin1
  • Master of Education from Harvard University, Boston1
  • Completed short residential courses in Behavioural Investing at Harvard Kennedy School and Sustainable Finance at Oxford University1

Expertise

  • Specializes in helping non-profit organizations manage their investment portfolios1
  • Provides expertise in ethical investing, drafting investment policies, and attending board meetings1
  • Focuses on delivering risk-managed investments for clients3

Professional Philosophy

Regan considers himself a lifelong learner and emphasizes the importance of being a good listener, thinking independently, and being open-minded to new ideas in the financial markets.1

Highlights

Patrick Regan, Morgan Stanley Wealth Management - The Australian
Patrick Regan, Morgan Stanley Wealth Management - The Australian

Related Questions

What specific strategies does Patrick Regan use in his portfolio management?
How did Patrick Regan transition from Boston Partners to Morgan Stanley?
What are Patrick Regan's key achievements in his investment career?
How does Patrick Regan's background in technology mergers and acquisitions influence his current role?
What makes Patrick Regan's approach to financial markets unique?
Patrick Regan
Patrick Regan, photo 1
Patrick Regan, photo 2
Add to my network

Location

Greater Sydney Area