Patrick McDermott, CFA, CFP®
Head of RIA Solutions
Pat joined Amplify with 20+ years of investment and technology experience overseeing the investment methodology and corresponding data platform in support of investment advisors.
He joined Amplify from Legacy Advisors, a $3B+ RIA based in Philadelphia, PA where he served as a voting member of the Investment Committee. He also designed, implemented, and integrated a firm-wide investment data platform leveraging third-party CRM, Performance Reporting, Planning, Trading and Rebalancing SaaS solutions.
Pat began his career with Vanguard working in their Private Wealth Management practice, a $20B+ business where he served as Product lead for the Investment Analytics and Portfolio Performance Products buildout for the Personal Advisor Services platform.