Bio

Patrick Steele is a Partner at US Capital Wealth Management. He is responsible for all aspects of the division’s wealth management services, investment advisory services, and client relationship management. In addition, he serves as an advisor in US Capital Global and securities divisions. Mr. Steele is responsible for all aspects of US Capital Global’s wealth management services, investment advisory services, and client relationship management. Mr. Steele is a financial services professional with more than 30 years of experience. Before joining US Capital Global, Mr. Steele was a Managing Director at First Republic Bank’s investment management group. He also held positions as a Senior Vice President at Bernzott Capital Advisors and as a Regional Officer at The AYCO Company, a Goldman Sachs subsidiary. Over the past 30 years, Mr. Steele has served on the Executive Committee or Board of Directors of a half dozen charitable foundations, including United Way, Family Service Agency, and The Westmont College Foundation. Mr. Steele earned his B.A. from the University of Southern California. He holds Series 63, 65, and 82 registrations from FINRA.