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2025 Connect Money Next Gen Alternative Investment Awards

National

Patrick Marcinko: Championing Next-Gen Advice and Financial Education 

Company: 

Bogart Wealth

Patrick Marcinko is a Partner and CFP at Bogart Wealth, where he guides clients on retirement planning, wealth management, tax optimization, and long-term financial strategy. A Baltimore–area native, he holds a B.S. in Financial Planning from Virginia Tech. 

Before joining Bogart Wealth in 2022, Marcinko began his career as a Financial Analyst at Goldman Sachs — an experience that laid a strong foundation in capital markets and analytical rigor. 

Marcinko is deeply committed to financial education and community engagement. As Director of the NexGen program for the National Capital Area chapter of the Financial Planning Association, he helps mentor young advisors and promotes financial literacy among younger investors. 

He has also contributed insights to national outlets — including Business Insider, USA Today, and U.S. News & World Report — helping individuals better understand key issues such as credit score management, tax-deferred savings, and retirement planning. 

He earns the Connect Money Next Generation Alternative Investment Award for melding traditional financial planning with a proactive educational mission. His dedication to next-generation clients, transparent advice, and community outreach exemplifies the future of advisory leadership — one grounded in both professionalism and purpose. 

Connect

Inside The Story

About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.