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Researching investment opportunities. Cultivating relationships with clients. Managing portfolios. And that is just Holy Cross High School alumnus, Patrick Perugino’s day job. 

When he isn’t making informed decisions about investments and financial strategies, he is volunteering in local and state politics. Most recently, he attend the 2024 Democratic National Convention (DNC) in Chicago as a New Haven-area delegate.

Perugino was one of eight delegates to officially select their party’s Presidential nominee at the convention. Those delegates were selected during a Third Congressional District Democratic Party caucus held over the summer at West Haven High School. At the DNC, Perugino listened to moving speeches, networked with the Who’s Who in his party and attended special invites from political leaders such as the Attorney General.  

“I have always been active in politics,” he said. “I volunteered with local races. I am friends with state senators and Connecticut politicians.”

His interest in becoming a delegate peaked in 2020 before COVID-19 made its mark on the world. That goal was tabled for a few years while he worked with his clients and their investments during the pandemic. The opportunity presented itself again in January 2024. He was one of many who applied for one of the four male delegate positions. 

And that is just his volunteer opportunities. He also has a whole other life in downtown New York City.

His road to Wall Street began after he graduated from New England College, with a major in Business Management and Political Science. He finished this degree in three years. He spent his fourth year earning his M.B.A. in Finance from Bryant University.

“When I first graduated, I had to find a brokerage firm that was ready to hire a 22-year-old with no experience.”

After he passed his licensing exam, he took a job with Equitable Advisors in Milford, Connecticut. He worked with teachers on their retirement plans. He enrolled them in their 403Bs, managed brokerage accounts and shoes investment options.  He then took a job with Spartan Capital on 45th and Broadway. This led to his current job at Craft Capital Management, LLC. He has been employed there since 2020.

“It is exciting,” he said. “Ever since I was young, my parents had a stock and bond portfolio set up for me.” The 2008 mortgage crisis took place during his senior year of high school. He paid a lot of attention to it, learned from it and ultimately, did well (financially) coming out of the recession.

“I never say never, so I don’t know what the future years hold for me. I’m really happy with where I am now.”