Margaret Fitzpatrick
Portfolio Manager-Fixed Income presso Breckinridge Capital Advisors, Inc.
Profilo
Ms. Margaret S.
Fitzpatrick is a Portfolio Manager at Breckinridge Capital Advisors, Inc. In her role, she is responsible for the day-to-day management and monitoring of client portfolios.
She has been with the firm since December 2017 and has over 5 years of investment industry experience.
She spent two years on the consultant relations team before transitioning to her current role in 2020.
Prior to Breckinridge, Ms. Fitzpatrick was an advisory services associate for Gurtin Municipal Bond Management.
She holds a B.S.
in financial mathematics and statistics from University of California, Santa Barbara.
She is a CFA® charterholder.
Posizioni attive di Margaret Fitzpatrick
Società | Posizione | Inizio |
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Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | Portfolio Manager-Fixed Income | 01/12/2017 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Aziende private | 1 |
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Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | Finance |
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