Experience
Patrick Keefe is the Vice President and Director of Operations at Royse Partners. He works across teams to support client delivery, internal systems, and new service development, with a primary focus on R&D tax credit studies and process improvement. He leads the development of all tax credit calculation models and handles the firm’s most technical Excel-based systems.
Before joining Royse, Patrick worked at J.P. Morgan Asset Management as a Global Liquidity Analyst, where he managed institutional client relationships and executed money market fund trades across currencies and time zones. He was promoted early in his tenure and gained deep experience operating within a high-pressure, fast-paced financial environment.
His expertise spans R&D tax credit analysis, complex Excel-based financial modeling, and cross-functional project execution, making him a key driver of operational efficiency and technical accuracy across Royse Partners’ service lines.
Education
Patrick earned a B.S. in Finance from Ohio University, graduating Cum Laude. He served as Treasurer of the Phi Kappa Psi fraternity, was a member of the Ohio University Student Fixed Income Management Group (OUSFMIG), and worked as a Supplemental Instructor (SI) Leader for Business Calculus.
Personal
Raised in Columbus, OH, Patrick grew up surrounded by Buckeye pride and still considers himself the ultimate Ohio State fan. He now lives in Houston, TX where he enjoys playing chess and ping pong, catching Cavaliers games, and hanging out with his cat, Mango. A passionate traveler, he’s visited eight countries so far and is always looking to add more to the list—especially places with great hiking and a walkable city center.
Affiliations
- National Society of Accountants
- National Association of Tax Professionals
- Representative, Ohio University Alumni Chapter – Houston