Bill is a founding member and managing partner of Citadel Real Estate Group, LLC and Enclave Wealth Advisors (Enclave Advisor Holdings, LLC). He is nearing 30 years of investment analysis, management and sales, he earned his B.S. in Finance and Marketing from Syracuse University. In addition he also earned a degree in real estate finance from New York University and he has completed extensive continuing education from Wharton School at University of Pennsylvania. Bill also spent two years working for noted real estate developer Bruce Eichner during the development and construction of CitySpire and the Bertelsmann Building.


Patrick has 25 years in the investment business developing investment strategies for High Net worth Individuals and Institutions. Patrick began his career as a Financial Consultant and portfolio manager with Shearson Lehman Hutton. Later Patrick was responsible for creating an in-house asset allocation and SMA platform while at a leading independent Broker Dealer, featuring some of the industry’s most prestigious investment managers. This platform went from startup to over $100 million within the first year and has since grown to over $800 million under management. Patrick is a Graduate of Siena College B.S. Finance, a CFA® Charter holder and a member of the CFA Institute and the South Florida Analysts Society.

%d bloggers like this: