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Patrick Fitzgerald
Gestionnaire de Portefeuille-Actions chez
West Financial Services, Inc.
Finance
Profil
Mr. Patrick Fitzgerald, CFA MBA, is a Portfolio Manager at West Financial Services, Inc. He has over nine years of experience in investment management.
His primary responsibilities include portfolio review and analysis.
He joined West Financial Services in June 2021.
Mr. Fitzgerald was previously employed as an Investment Analyst by Janney Montgomery Scott LLC.
He received a BS in Finance from UNC-Chapel Hill and an MBA with a focus on Investment Strategy from Carnegie Mellon University – Tepper School of Business.
Postes actifs de Patrick Fitzgerald
| Sociétés | Poste | Début |
|---|---|---|
West Financial Services, Inc.
 West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments. | Gestionnaire de Portefeuille-Actions | 01/06/2021 |
Anciens postes connus de Patrick Fitzgerald
| Sociétés | Poste | Fin |
|---|---|---|
Janney Montgomery Scott LLC
 Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/09/2017 |
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
81
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments. | Finance |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
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