Meet our Director of Operations, Patrick Keefe!
Patrick plays a key role in ensuring the firm’s efficiency and success. As Director of Operations, he oversees project management, particularly focusing on the Research and Development Tax Credit service line, maintains client relationships, and drives strategic initiatives to support the company’s expansion.
Patrick’s standard of excellence has been a guiding force in his professional journey. He graduated Cum Laude in 2018 from Ohio University (OU) with a bachelor’s degree in finance. During his time at OU, he was involved in the Student Fixed Income Management Group, acted as a Supplemental Instructor Leader for Business Calculus, and held multiple leadership roles in the Phi Kappa Psi fraternity.
Prior to Royse Partners, Patrick was a Global Liquidity Analyst at J.P. Morgan, where he provided exceptional client service and managed significant financial transactions with precision and professionalism. This expertise in delivering high-level client service and managing financial operations effectively as well as his sharp attention to detail help foster the environment we strive to create for our clients.
Patrick's career has consistently emphasized the importance of a client-centric approach. At J.P. Morgan, his role required a deep understanding of client needs and the provision of exceptional service to both financial professionals and corporations. Patrick reflects on why trust is paramount at Royse, where our clients have an expectation of accuracy, excellence, and results:
“We all come from backgrounds where putting those we serve first is a priority. This value was ingrained in each of us long before we founded Royse Partners. As we built our team, we made sure everyone shared this core value—it has always been a non-negotiable. From discovering a company’s needs and unique story to project delivery, we strive to demonstrate that we are reliable partners. Our consistent approach to building trust helps us maintain and strengthen the relationships we’ve worked hard to establish. Each interaction is another opportunity to demonstrate that commitment to our clients.”
As Patrick continues to oversee the operations at Royse Partners, his commitment to excellence and client-first values ensures that the firm is well-equipped to provide specialized services that strengthen our clients' trust in us.
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