Christopher J. Broderick
P: 703-242-1231 ext. 2
F: 703-649-6161
E: cbroderick@fidwealthman.com
Chris is President and Chief Investment Officer of FWM. Chris has nearly seventeen years of financial services industry experience. Chris obtained his Master of Business Administration degree in Finance and also holds a Master of Arts and Bachelor of Arts degree in Political Science.
From 1994 through 2010 Chris was a key leader at Westminster Financial Companies, Inc., serving as President and Chief Compliance Officer of the firm’s broker dealer and Chief Operations Officer. Among his varied duties, he was responsible for the development of investment policy/strategy, portfolio design and implementation, trading and reporting.
Chris is responsible for the overall investment management services provided by FWM, and serves as the firm’s Chief Compliance Officer. He also maintains a personal wealth management practice focused on investor education, prudent planning practices, wealth accumulation and wealth preservation strategies.
Chris is one of the founders of FWM and has led its transition to its new home with Pensionmark Financial in 2024
Patrick D. Roth
P: 703-242-1231 ext. 1
F: 703-649-6161
E: proth@fidwealthman.com
Pat is a founding partner of FWM and is responsible for its retail financial planning and risk management activities. Shortly after graduating from college with a degree in Business Management, Pat began his career in 1991 in the operations and trading departments with the regional investment firm, Ferris, Baker Watts located in Washington, D.C.
In 1995, Pat joined, Capitol Securities Management, Inc. located in McLean, VA., ultimately becoming the Director of Brokerage Operations. He also held the positions of Chief Compliance Officer of the firms registered investment advisor and brokerage units.
In 2007, Pat joined Westminster Financial Companies as Managing Director, and CCO of the Westminster Advisory Corporation. Pat was active in the corporate daily management of Westminster. He opened and managed a branch in Alexandria, VA and was on the investment policy committee of the firm’s advisory group.
Pat has served as the Treasury of the Stock and Bond Club of the Nations Capitol. Pat lives in Oakton, Virginia with his wife Michelle and their two growing boys. Pat enjoys baseball, weight lifting and being a father.
