Patrick Murphy, CFP®

Mr. Murphy joined Simon Quick in 2026 as Managing Director, Client Advisor. In this role, he advises high-net-worth individuals and families on all aspects of their financial lives, including investment strategy, financial planning, and family office services. Patrick works closely with clients to develop thoughtful, long-term strategies tailored to their unique goals and circumstances.

Patrick began his career at Goldman Sachs Ayco, where he advised corporate executives on their financial planning needs. He later joined Bank of America Private Bank (formerly U.S. Trust), where he spent 18 years serving high-net-worth individuals and families. During his tenure, he held the role of Managing Director and Private Client Advisor, delivering investment, lending, banking, and fiduciary solutions. Most recently, he was a Senior Wealth Advisor and Principal at Bessemer Trust.

Patrick is a CERTIFIED FINANCIAL PLANNER® practitioner. He earned his undergraduate degree from Rutgers University, where he was a four-year varsity letter winner and member of the men’s lacrosse team, and holds an MBA from NYU’s Stern School of Business.

Patrick lives in Westfield, NJ with his wife, Meaghan, and their three children where he is actively involved in the community. He spent many years coaching youth athletics and remains an active supporter of the lacrosse program. Outside of work, he enjoys spending time with his family, skiing, and playing golf.