Patrick Cummings

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Patrick Cummings

Patrick Cummings | Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus at RBC Wealth Management | May Speaker

Patrick Cummings is a founder and leader of The Inter Alia Group at RBC
Wealth Management, as well as the Branch Director of their Portland and Lake
Oswego offices.

Entrepreneurial by nature, Patrick works extensively with business owners
who find that the management of their financial affairs has taken on a scale
and complexity that they had not anticipated. He is adept at unwinding the
intersection of an entrepreneur’s personal and professional finances,
encompassing multiple areas: cash flow analysis; pre- and post-liquidity event
strategies; business succession planning; tax-sensitive investment
management; credit and lending; and trust and estate planning services.
His first-hand experience in catering to an accomplished clientele has
heightened his ability to help clients capitalize on opportunities, evaluate
significant decision points, and advance steady progress toward their unique
goals. He offers a deeply ingrained work ethic, capable team leadership and a
forward-looking perspective.

Patrick has garnered national recognition for his work. Forbes distinguished
him as one of the Best-In-State Next-Generation Advisors in Oregon several
times.

Originally from Providence, Rhode Island, Patrick graduated from Vanderbilt
University prior to moving to Portland in 2004, where he lives with his wife,
Chelsea, and their two children. In his free time, he serves on Ski Patrol and
can often be found on or around Mt. Hood.

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