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PATRICK DUNLEAVY

Partner

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Patrick Dunleavy is a Partner at Oakpoint Advisors.  Patrick has served as a managing director at Moelis & Company since 2014, where he focused on private funds advisory. Patrick was previously a Managing Director and Co-Head of Greenhill’s Private and Real Estate Capital Advisory Group.

 

Prior to that, he worked as a Managing Director in the Private Fund Advisory Group at Lehman Brothers and Lazard. He also has more than 11 years of private equity experience, holding various positions at Citigroup and Deutsche Bank. Patrick began his career as an attorney at Willkie Farr & Gallagher. He holds a B.A. from Fordham College and a J.D. from the Fordham University of Law.

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100 South Ashley Drive, Suite 1130, Tampa, Fl. 33602

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Learn about our firm’s background and Investment Professionals on FINRA's BrokerCheck.

 

Securities offered through Oakpoint Solutions, LLC., doing business as Oakpoint Advisors, LLC, member FINRA/SIPC.

 

Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.

 

Oakpoint Advisors may only transact business or render investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results, and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to Oakpoint Advisors, LLC ADV Part 3 [Client Relationship Summary or Form CRS] for additional information and risks.

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