PATRICK PARISI
Senior Director, Elyxium Wealth
424-453-8862
pparisi@elyxwealth.com
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Patrick Parisi is a Senior Director at Elyxium Wealth, where he partners with ultra-high-net-worth individuals and families to help them navigate complex financial decisions and achieve long-term investment objectives. With more than 30 years of experience in the investment industry, Patrick brings a steady, thoughtful approach to portfolio construction, risk management, and wealth stewardship.
Throughout his career Patrick has advised on and managed private client relationships ranging from $15 million to $1.5+ billion, delivering customized investment strategies tailored to each family’s unique goals and circumstances. He has helped clients address a wide range of needs, including managing concentrated single-stock risk, reducing tax liability through efficient portfolio design, and supporting family governance and multi-generational planning efforts. Clients value his ability to simplify complexity and align investment strategies with broader family priorities.
Prior to joining Elyxium Wealth in January 2026, Patrick spent more than two decades at BMO Family Office, where he most recently served as Senior Director of Portfolio Management. During his tenure, he played an integral role in strengthening the firm’s investment advisory capabilities, drawing on deep experience in investment research, manager selection, and asset allocation across both traditional and alternative investments.
Patrick holds a Bachelor of Science with honors in Business Administration from the University of New Hampshire.
He is also deeply committed to his community, serving on the boards of RiverWoods, a not-for-profit life care community, and Great Bay Rowing, where he contributes financial insight and governance leadership.
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