Patrick Trucco

Private Advisor, Managing Director

Patrick is an industry veteran with over 35 years of experience in the financial services industry. He joined Marchetti Porter Wealth Partners at Rockefeller Global Family Office, bringing with him an extensive background in finance. Patrick’s most recent roles include Wealth Advisor and Managing Director for First Republic, Head of Office for RMB Capital in Jackson, Wyoming, and Senior Vice President at Man Financial.

Patrick began his financial services career at Goldman Sachs, following his graduation from the University of Wyoming. During his 8-year tenure at Goldman Sachs, Patrick became Vice President in charge of the Foreign Exchange options desk. He later went on to hold a Senior Vice President position at Sanwa Bank, where he was responsible for the trading desks in Chicago, Singapore, and London. He has a Series 7, SIE, series 65 and series 3 designation.

At Marchetti Porter Wealth Partners, Patrick focuses on providing customized financial solutions for his clients and their families. He is committed to helping them achieve their goals and ensuring their legacy lasts for generations to come.

Patrick is active in his community and serves on three nonprofit boards in Jackson, including St. John’s Health board, Teton Literacy, and the Animal Adoption board, where he holds leadership positions.

He is also a founding board member for the University of Wyoming National Ambassadors board and a lifetime member of the Cowboy Joe Club.

He and his wife Laura currently reside in Wilson, Wyoming, with their daughter living in Pittsburgh.