William Thomas Fitzpatrick
Analyst-Equity chez Logan Capital Management, Inc.
Profil
Mr. William T.
Fitzpatrick, CFA MBA, is a Managing Director & Portfolio Manager at Logan Capital Management, Inc. He works on the firm’s International Dividend ADR and Concentrated Value strategies, where he will play an active role in security selection and investment research.
He has over 20 years of investment experience.
Previously, Mr. Fitzpatrick worked at Manulife Asset Management as a Senior Investment Analyst on the International Value Strategy.
There he developed an expertise in international portfolio management, specializing in stock selection and investment risk management.
He was Co-chair of the Professional Development Advisory Group.
He received his undergraduate degree from Villanova University and an MBA from the University of Notre Dame.
He also serves on the CFA Society of Chicago's Board of Directors.
Postes actifs de William Thomas Fitzpatrick
| Sociétés | Poste | Début |
|---|---|---|
Logan Capital Management, Inc.
 Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers. | Analyst-Equity | 01/09/2019 |
Anciens postes connus de William Thomas Fitzpatrick
| Sociétés | Poste | Fin |
|---|---|---|
Optique Capital Management, Inc.
 Optique Capital Management, Inc. Investment ManagersFinance Founded in 2007, Optique Capital Management, Inc. is an investment advisor firm located in Racine, Wisconsin. They manage the Optique Funds, four mutual funds formerly known as Johnson Family Funds. | Analyst-Equity | 13/02/2011 |
Johnson Asset Management, Inc.
 Johnson Asset Management, Inc. Investment ManagersFinance In 1989, the S.C. Johnson & Son, Inc. family extended their core values to investment management with the creation of Johnson Asset Management, Inc. (JAM) Based in Racine, Wisconsin, their team of investment professionals provides personalized investment management for retirement plans, endowments, foundations, insurance companies, corporations and individuals. | Analyst-Equity | 30/11/2007 |
Members United Bridge Corporate Federal Credit Union
 Members United Bridge Corporate Federal Credit Union Savings BanksFinance Members United Corporate Federal Credit Union is a $9.5 billion financial institution that provides wholesale investment, credit, payment, and correspondent services to approximately 25% of the credit unions in the United States. Focused on providing value for its members, Members United is headquartered in Warrenville, Illinois. | Corporate Officer/Principal | - |
Manulife Investment Management (US) LLC
 Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds. | Analyst-Equity | - |
Northern Trust Investments, Inc.(Investment Management)
 Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company that was established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Analyst-Equity | - |
Formation de William Thomas Fitzpatrick
| University of Notre Dame | Masters Business Admin |
| Villanova University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Manulife Investment Management (US) LLC
Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds. | Finance |
Johnson Asset Management, Inc.
Johnson Asset Management, Inc. Investment ManagersFinance In 1989, the S.C. Johnson & Son, Inc. family extended their core values to investment management with the creation of Johnson Asset Management, Inc. (JAM) Based in Racine, Wisconsin, their team of investment professionals provides personalized investment management for retirement plans, endowments, foundations, insurance companies, corporations and individuals. | Finance |
Thomas White International Ltd.
 Thomas White International Ltd. Investment ManagersFinance Thomas White International Ltd. (TWI) is an investment management firm headquartered in Chicago, Illinois. In 2023, they were acquired by Ramirez Asset Management, Inc., ultimately owned by SAR Holdings, Inc. The firm was founded by Thomas S. White in 1992. TWI provides advisory services to pension and profit-sharing plans, investment companies, which include mutual funds, other pooled investment vehicles, state or municipal government entities, foundations, endowments, and charitable organizations, corporations, individuals, and high-net worth individuals, such as their trusts and estates. | Finance |
Logan Capital Management, Inc.
Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers. | Finance |
Northern Trust Investments, Inc.(Investment Management)
Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company that was established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Finance |
Optique Capital Management, Inc.
Optique Capital Management, Inc. Investment ManagersFinance Founded in 2007, Optique Capital Management, Inc. is an investment advisor firm located in Racine, Wisconsin. They manage the Optique Funds, four mutual funds formerly known as Johnson Family Funds. | Finance |
Members United Bridge Corporate Federal Credit Union
Members United Bridge Corporate Federal Credit Union Savings BanksFinance Members United Corporate Federal Credit Union is a $9.5 billion financial institution that provides wholesale investment, credit, payment, and correspondent services to approximately 25% of the credit unions in the United States. Focused on providing value for its members, Members United is headquartered in Warrenville, Illinois. | Finance |