Patrick Morales
Director of Client Services
Patrick Morales is a manager with Capital Management Group. Patrick interned with Capital Management Group in 2007 while he was completing his degree in Finance and Investments at Baruch College. In 2009, he joined Capital Management Group in a full-time role. Today, Patrick leads a service team that provides support to the firm’s clients with regard to a wide variety of capacities and tasks.
Patrick is highly personable and counts the opportunity to interact directly with clients as one of the highlights of his job. He appreciates being able to meet clients’ needs by delivering a great service experience.
Patrick grew up in Orangeburg, NY, where he still resides. He is an adventurer, enjoys the outdoors, and has traveled all over the world – from Brazil to New Zealand to China and many places in between.
He holds FINRA Series 7 and 63 securities registration and Life and Health insurance licenses.
New York
Pearl River
167 East Central Ave.
Pearl River, NY 10965
New York
55W 46th Street
Suite 2203,
New York, NY 10036
Connecticut
127 Broad Street
Unit 1A
Milford, CT 06460
845-638-6669
845-732-7411 fax
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
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