Patrick McCarthy in

Patrick McCarthy

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Senior Vice President - Financial Advisor at Morgan Stanley
📍 Greater Chicago Area, United States

Patrick McCarthy is a Senior Vice President and Financial Advisor at Morgan Stanley. He has progressed through multiple roles within the firm, building his entire career there since his time as a Client Service Associate. Patrick holds a Bachelor of Arts from Miami University.

He has demonstrated significant loyalty and growth by spending his entire professional career at Morgan Stanley.

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Experience
14 Years
Current Role
Senior Vice President - Financial Advisor
Job Level
Leadership
Location
Greater Chicago Area, United States
Personality Overview

How Patrick shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Patrick cares about

Market Analysis
Regularly shares commentary on stock market performance, inflation expectations, and specific indices like the S&P 500 to keep his clients informed.
Tech Investments
He follows the role of megacap tech firms and emerging trends like Generative AI in the private funding landscape.
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Career

Work history

1-2025
Senior Vice President - Financial Advisor
Morgan Stanley
3-2016
Financial Advisor
Morgan Stanley
3-2012 - 3-2016
Registered Associate
Morgan Stanley Smith Barney
9-2011 - 3-2012
Client Service Associate
Morgan Stanley Smith Barney
In the press

Media appearances

Patrick McCarthy – Morgan Stanley Wealth Management Profile. Featured in Forbes
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Education
2007 - 2011
B.A.
Miami University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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