RADNOR, PA — Nordwand Capital has announced the addition of Patrick J. McGinnis Jr. as Managing Director and Financial Advisor, underscoring the firm’s strategic focus on expanding its investment and estate planning capabilities.
McGinnis brings over 20 years of experience in managing equity portfolios and advising high-net-worth families. Most recently, he served as Senior Portfolio Manager at Fiduciary Trust, where he oversaw $300 million in assets and specialized in creating customized investment management and estate planning solutions for affluent individuals and families.
“Pat’s experience in equity investing and multigenerational planning aligns perfectly with Nordwand’s client-first mission,” said Jim Martin, CEO of Nordwand Capital. Ted Brooks, Chief Investment Strategist, added, “His mentality and independence in seeking the best solution for his clients couldn’t be a better fit with the personalization that defines our approach.”
Based in Nordwand’s Radnor, Pa., headquarters, McGinnis will collaborate with the firm’s advisory and investment teams to design tailored strategies addressing the complex financial and family goals of clients.
With this recent addition, Nordwand Capital now includes five senior advisors within its ten-member team.
A member of the Dynasty Network, Nordwand Capital leverages Dynasty Financial Partners’ integrated wealth management platform to deliver comprehensive solutions to its clients. Gordon Ross, Chief Client Officer at Dynasty Financial Partners, noted, “Advisors with as much investment depth as Patrick don’t move often. His decision to join Nordwand says a lot about the firm’s direction — and we’re proud to support it.”
This latest move underlines Nordwand Capital’s ongoing commitment to attracting top-tier talent and providing personalized financial strategies to its growing client base.
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