Patrick Runyen

As a wealth manager, Patrick works closely with a wide range of high-net-worth clients, specializing in servicing those in the medical field. He implements tailored wealth management solutions, leveraging his experience in financial planning and consulting to assist clients with investment counseling, retirement planning, estate planning, wealth enhancement, asset protection, tax planning, and other significant financial decisions. He is also responsible for developing and implementing Modera's client experience framework, ensuring a high-touch, referable experience for all clients.

Pat has over 15 years of financial services experience. Prior to joining Modera in February 2015, he was part of both the audit and tax teams at PricewaterhouseCoopers (PwC). He began his career at a small advisory firm in Pennsylvania and was inspired to become a financial planner when helping his newly widowed grandmother take charge of her finances. He found the experience to be deeply rewarding—and life-changing.

Pat received a B.S. in finance from St. Joseph’s University and an MBA in accounting from La Salle University. He is a CERTIFIED FINANCIAL PLANNER® professional, a certified public accountant, and a member of the American Institute of Certified Public Accountants (AICPA). Pat is also active on the Board of Blue Sky Surgical, a nonprofit dedicated to organizing surgical missions.