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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Patrick McHugh
Managing Director, Head of Investments at Constellation Wealth Capital
Speaker

Profile

Pat serves as the Head of Investments at Constellation Wealth Capital. In this role, he concentrates on sourcing, evaluating, and executing investments in exceptional wealth management firms, while also partnering with their executive management teams to achieve their strategic goals. Prior to this, he was a Managing Director at Emigrant Partners, leading the firm’s investment function, during which he focused primarily on investing in scaled wealth management platforms and providing strategic advice to management teams across the portfolio. Earlier in his career, he was at Wafra, a private equity and alternative investment management firm, where he focused on the firm’s GP stakes strategy. His experience also includes time as a Management Consultant at Casey Quirk – Deloitte, leading consulting engagements for various asset and wealth management firms. Pat is a member of Constellation Wealth Capital’s Investment Committee. Pat holds a B.A. in Economics from Yale University.

Agenda Sessions

  • Visionary Fireside Chat: Unlocking Growth

    4:50pm