Patrick Worley
Partner, Managing Director, Client Service and Sales
Patrick Worley serves as Senior Managing Director, Client Service and Sales at McMorgan & Company, bringing over 25 years of experience supporting Taft-Hartley investment and retirement plans. He rejoined the firm in 2013 and is based in Walla Walla, Washington.
Patrick previously served as a Director at AllianceBernstein, where he led the firm’s Taft-Hartley Group. Over the course of his career, Patrick has also held roles as Senior Vice President and Director of Consultant Relations at Quest Investment Management, Vice President at McMorgan & Company, and Benefit Consultant at The Segal Company.
Patrick’s extensive background across multiple institutional firms provides him with notable experience in Taft-Hartley plan management and excellence in client service. He earned his BS from Western Oregon University and maintains Series 7 and 63 FINRA licenses.
