Patrick Regan

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