Meet Pat Camilli

Tax Transition Specialist

Title:
Tax Transition Specialist
Team:
Client Portfolio Management, Distribution & Advisor Services
Experience at CCMG:
2 Years
Industry Experience:
5 Years

Pat Camilli is a Tax Transition Specialist at Clark Capital Management Group. In this role, he is responsible for working with financial advisors to develop and implement tax transition plans for new and prospective high net worth clients. Pat received a bachelor’s degree from Penn State University.

Favorite Travel Destination
Barcelona
Favorite Food
Thai Food
Favorite Sport/Sports Team
Football (Go Birds)

Insights by Patrick

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