Patrick Kavey

Pat provides overall wealth advisory services to clients, including individuals, families, trusts and nonprofit organizations.  These services include asset allocation, budgeting, retirement and education planning. Pat also provides guidance to help clients gain access to customized private banking, including deposit and lending solutions.

Prior to joining Cambridge Trust Wealth Management, Pat worked at Fidelity Investments, Boston Private Wealth Management and Howe & Rusling.

Pat received a Bachelor’s degree from Boston College in 1989, and a Master’s in Taxation from Northeastern University in 2002. He serves on several youth sports boards in his hometown of Wayland.