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.
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
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