Patricia Van Kirk, CPWA®, CIMA®, CFP®
Senior Vice President & Financial Advisor
As Senior Vice President with Seventy2 Capital, Patricia Van Kirk provides personalized family wealth plans, investment management and advisory solutions that liberate her clients to focus their energy on what really matters to them in their personal and professional lives. With over 25 years of experience supporting high-net-worth families and entrepreneurs, Patricia is focused on helping organize, plan, and manage all aspects of their wealth. She values trust, transparent dialog, and her long-term relationships with clients. Her areas of expertise include portfolio management, asset allocation, cash flow strategies, tax minimization, asset protection, risk management and family wealth transfer.
Before joining Seventy2 Capital, Patricia served as Vice President Wealth Management, Portfolio Manager with UBS Financial Services, and Vice President, Financial Advisor with Merrill Lynch. Earlier in her career, she served as a research analyst at the Center for Strategic and International Studies, collaborating with business and congressional leaders on a commission for U. S. competitiveness.
Originally from San Francisco, Patricia received her B.B.A. in Finance from the University of Iowa. Among awards and designations, she is a Certified Private Wealth Advisor (CPWA®), Certified Investment Management Analyst (CIMA®), and CERTIFIED FINANCIAL PLANNER®. Patricia is active in the Washington DC community and a former Board member with Childhelp. Outside of the office she is an avid runner, health enthusiast and enjoys spending time with her family, especially her two daughters, Katherine and Caroline.