Patrick Cozza

Patrick Cozza

Lecturer, Executive in Residence Wealth Management,
Department of Economics, Finance, and International Business

CONTACT INFORMATION

Courses

  • Personal Financial Planning
  • Client Relations Management
  • Intro to Macro Economics
  • Financial Markets and Institutions
  • Intro to Finance

Research

  • Wealth management
  • Public and private board governance

Education

  • BS, Seton Hall University
  • MBA, Fairleigh Dickinson University

Academic Profile

Patrick A. Cozza has previously served many senior executive leadership roles in the wealth management industry, most recently CEO and Regional Head of Insurance and SEVP of Wealth Management in North America for HSBC, one of the world’s largest international banks, where he spent nearly 30 years, the last 14 of which leading wealth management businesses until his retirement in 2014.  

Patrick is currently the CEO of CE LLC, as an independent consultant and senior strategic advisor, focusing on business strategy and senior executive coaching.   He serves as Lecturer and Executive in Residence, Wealth Management, at the Silberman College of Business, Fairleigh Dickenson University, where he is also an Advisory Board Member.  Pat has served on many financial services industry boards and is currently on the board of directors to non-profit organizations including Junior Achievement of New Jersey, NACD New Jersey as a Board Leadership Fellow, as well as public and private companies.  

He received his BS from Seton Hall University, MBA from Fairleigh Dickinson University, and completed the American Financial Services Association Executive Program at the Kenan-Flagler Business School at the University of North Carolina.   He is a member of the Beta Gamma Sigma Business Honor Society and has received numerous awards and recognition as a successful business executive and philanthropic supporter. 

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