Patricia A. Finch

CFS, Director of Client Services

As our Director of Client Services, Patty brings a broad depth of financial expertise to her role with McGervey.  She has over 20 years of experience in the financial services industry working with clients, managing compliance, internal auditing, staff accounting, and operations.

Patty works closely with clients on issues ranging from client service to account administration and is a personal liaison to new clients during their transition to the firm. Her positive attitude and nature allow clients to feel welcome and cared for at every exchange.

Behind the scenes, Patty directs company operations and is instrumental in practice management.

Patty is a graduate of The University of Akron and holds a Bachelor of Science degree in Corporate Financial Management. She is also a Certified Fund Specialist (CFS®) and is an Alumnus of Delta Sigma Pi, a professional business fraternity.

In her time away from the office, she enjoys attending and participating in dog shows with her Labrador Retrievers. She and her husband, Bill, have been lifelong residents of Ohio.

(330) 493-9300 x 200

Patricia A. Finch
My goal is to make it an easy and pleasant experience to work with our firm, at every opportunity.