Patrick is a co-founder of marrick wealth and is responsible for establishing and managing relationships with high net worth individuals. He began his career in 2003 at The Ayco Company, L.P., a Goldman Sachs Company, counseling high net worth individuals in the areas of income tax, investments, and retirement planning. Patrick has also worked at Macias, Gini & O’Connell LLP and PricewaterhouseCoopers LLP, advising clients on complex tax issues. Most recently, he was a VP of Wealth Management at MullinTBG Advisors. Patrick spent his youth in Sacramento, California. After meeting his wife, Linda, in Cornell’s MBA program, he moved to Orange County,
Patrick Chu
Co-Founder & Wealth Advisor at marrick wealth
marrick wealth
United States, California, Irvine
About Me
Profile Information
Co-Founder & Wealth Advisor at marrick wealth
marrick wealth
Investment Team
Investor
Multi-Family Office
Irvine
California
United States
Sep 6, 2024
Work Experience
marrick wealth
Co-Founder & Wealth Advisor Aug 2012 - Present
Email: patrick@marrickwealth.com
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