Patrick Morales

Director of Client Services

Patrick Morales is a manager with Capital Management Group. Patrick interned with Capital Management Group in 2007 while he was completing his degree in Finance and Investments at Baruch College. In 2009, he joined Capital Management Group in a full-time role. Today, Patrick leads a service team that provides support to the firm's clients with regard to a wide variety of capacities and tasks.

 

Patrick is highly personable and counts the opportunity to interact directly with clients as one of the highlights of his job. He appreciates being able to meet clients’ needs by delivering a great service experience.

 

Patrick grew up in Orangeburg, NY, where he still resides. He is an adventurer, enjoys the outdoors, and has traveled all over the world – from Brazil to New Zealand to China and many places in between.

 

He holds FINRA Series 7 and 63 securities registration and Life and Health insurance licenses.