Patrick Edward Walsh

Employer firm

Spearhead Administrative Services, LLC CRD 319289

$3.83B regulatory AUM

Reported services (Item 5G)

• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → 10/2018
  Hub International
  Southborough, MA
• 02/2012 → 04/2017
  State Street Corporation
  Boston, MA
• 11/2018 → 02/2022
  Spearhead Capital Advisors, Llc
  Wellington, FL
• 02/2022 → Present
  Spearhead Administrative Services, Llc
  Charlestown, MA

Previous Registrations

• 2018-11-13 → 2022-12-31
  Spearhead Capital Advisors, Llc
  Beverly, MA
  Wellington, FL
  Charlestown, MA

Designations

• Chartered Financial Analyst