Patricia Van Kirk, CPWA®, CIMA®, CFP®
Senior Vice President & Financial Advisor
As Senior Vice President with Seventy2 Capital, Patricia focuses on helping high- performing individuals, entrepreneurs and families build wealth to support a life well-lived. With over 25 years of experience, she takes a holistic approach to align money management with personal values, life goals and long-term well-being. Patricia works closely with clients navigating liquidity events, retirement transitions and complex planning needs bringing discipline, clarity, and long-term perspective to each engagement. Her areas of expertise include portfolio management, cash flow strategies, tax-efficient planning, risk management and family wealth transfer.
Prior to Seventy2 Capital, Patricia spent two decades as a financial advisor in the wealth management practices of Merrill Lynch and UBS where she advised business owners and families on complex investment and planning strategies. Previously, 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 earned her Bachelor of Business Administration degree in Finance from the University of Iowa. She holds the Certified Private Wealth Advisor® and Certified Investment Management Analyst® designations and is a CFP® professional. Patricia is active in the Washington DC community and a former Board member and volunteer with Childhelp. Outside of the office, she is an avid runner, health/wellness enthusiast and enjoys spending time with her family, especially her two daughters Katherine and Caroline.