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Patrick G
Series 65
Pleasanton, CA
Alta Via Capital
Patrick Gaynor is a financial advisor with Alta Via Capital in Pleasanton, CA, holding a Series 65 credential and bringing 16 years of industry experience. His work history includes roles at Alta Via Capital and PTRC Investments dating back to 2013, as well as WESPAC Advisors, LLC since 2026. Alta Via Capital provides discretionary asset management and sub-advisory services to individuals, high-net-worth clients, and qualified retirement plans, often serving as an ERISA fiduciary. The firm offers growth-oriented investment strategies across various market capitalizations, uses fundamental and technical analyses, and manages customized portfolios with discretionary trading authority.
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