Patrick Fitzgerald

Portfolio Manager-Equities at

West Financial Services, Inc.

Finance

Profile

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.

Patrick Fitzgerald active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	01/06/2021

All active positions of Patrick Fitzgerald

Former positions of Patrick Fitzgerald

Companies	Position	End
Janney Montgomery Scott LLC Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	01/09/2017

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Private companies	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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