Patrick Haley

Patrick Haley serves as Chief Technology Officer at Ritholtz Wealth Management. Ritholtz Wealth Management operates in the financial services sector with approximately 66.0 employees. The company is headquartered in Portsmouth, Rhode Island. Ritholtz Wealth Management generates annual revenue of 50000.0.

Industry & Role Insights

• • MessageCEO tracks 11,960 executives in the financial services sector.
• • We have verified contacts for 3 executives at Ritholtz Wealth Management.
• • 229 executive contacts are available in Rhode Island.
• • Our database includes 201,469 c suite-level executives.

Gmail Google Apps MailChimp SPF Microsoft Office 365 Amazon AWS WordPress.org YouTube Gravity Forms Google Tag Manager Google Analytics Google Font API Mobile Friendly Chartbeat Salesforce MailChimp Android Remote AI

wealth management financial planning tax planning investing financial advice retirement planning insurance planning personalized financial strategies risk management estate planning insurance services corporate retirement planning fiduciary advisor financial future long-term investment strategies customized portfolios financial advisors comprehensive financial services client experience financial legacy money management investment committee market education portfolio analysis financial goals wealth preservation investment research financial experts investment solutions financial transparency risk assessment wealth growth financial guidance financial roadmap portfolio management asset allocation trust & transparency financial solutions holistic wealth management high net worth services financial education wealth orchestration client service investment philosophy cost management volatility reduction strategic financial planning financial empowerment decision-making assistance financial consultations transparent financial advice financial advisory asset management corporate retirement plans high-net-worth individuals personalized strategies investment policy statements automated wealth management robo-advisor goal-based investing capital preservation behavioral economics client-centric approach transparency comprehensive services institutional clients charitable organizations pension plans college financial planning mass affluent segment tailored solutions investment strategies holistic planning client empowerment long-term growth risk tolerance investment management financial services law practice legal services financial consulting consulting management consulting

JB

Joshua Brown CEO at Ritholtz Wealth Management

NM

Nick Maggiulli Chief Operating Officer at Ritholtz Wealth Management

IC

Il Choi Senior Executive Vice President and Chief Digital Officer at 리치앤코

JS

Jeff Sekinger Chief Executive Officer at 0 Percent

RF

Rehana Farrell Chief Executive Officer at 100 Women In Finance

Outreach Guidance — financial services Sector

Financial services executives like Patrick Haley prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.

Patrick Haley's Position in the MessageCEO Database

• •Patrick Haley is 1 of 3 verified executive contacts we track at Ritholtz Wealth Management.
• •11,735 verified executive contacts in financial services are in the MessageCEO database.
• •220 verified executive contacts in Rhode Island are in the database.
• •72 verified contacts work at financial services companies in the 66.0 employee range (same size as Ritholtz Wealth Management).

Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated June 2026.

How do I reach Patrick Haley directly?

Patrick Haley's verified email address is available to MessageCEO Pro subscribers. They currently serve as Chief Technology Officer at Ritholtz Wealth Management. Access direct contact info to skip gatekeepers and reach the decision maker.

What company does Patrick Haley work for?

Patrick Haley is Chief Technology Officer at Ritholtz Wealth Management, a company in the financial services sector with 66.0 employees. The company is based in Portsmouth, Rhode Island.

Can I pitch or sell to Patrick Haley?

As Chief Technology Officer at Ritholtz Wealth Management, Patrick Haley is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach Patrick Haley directly — ideal for B2B sales, partnerships, and executive recruiting.

What industry is Patrick Haley in?

Patrick Haley works in the financial services industry as Chief Technology Officer at Ritholtz Wealth Management. MessageCEO provides verified contact information for executives across all major industries.

Is Patrick Haley's contact information verified?

Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Patrick Haley's profile is kept up-to-date with the latest available information.

Last updated: June 24, 2026