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Patrick Cote - Consulate General of Canada (CTA Boston). Boston, MA, US

Patrick Cote Patrick Cote

Founding Partner | AssetGrade LLC

Boston, MA, UNITED STATES

Patrick Cote is an expert in providing tax-efficient investing for professionals, corporate executives and small businesses.

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Biography

Prior to launching AssetGrade in 2013, Pat held a number of executive roles at Fidelity Investments, including running operations for communications and investment reviews for more than 13,000 clients with retirement plan assets totalling more than $600 billion. Pat also ran strategy and acquisitions for OneShield, a KKR-backed insurance software and services provider. He is a former strategy consultant from Bain & Company in London and Boston. Pat is a Chartered Financial Analyst® and earned his MBA from the Wharton School of the University of Pennsylvania and his undergraduate degree from McGill University.

Industry Expertise (1)

Investment Management

Areas of Expertise (8)

Small Businesses

Tax-efficient Investing

Investments

Acquisitions

Corporate Strategy

Wealth Management

Financial Planning

Corporate Executives

Education (2)

Wharton School - University of Pennsylvania: M.B.A., Finance 1997

McGill University: B. Comm, Economics & Finance 1992

Multimedia

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Videos:

How AssetGrade Helps HENRYs (High Earners, Not Rich Yet)

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