William Thomas Fitzpatrick
Analyst-Equity at Logan Capital Management, Inc.
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Al Dixon Besse | M | - |
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. | 31 years |
| Stephen Subers Lee | M | - |
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. | 31 years |
| Dana Haines Stewardson | M | - |
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. | 31 years |
| Rich Buchwald | M | - |
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. | 24 years |
| Sarah Menkes Henry | F | - |
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. | 5 years |
| David Keith Kafes | M | - |
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. | 12 years |
| Daniel Gruemmer | M | - |
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. | - |
| Peter Fischer Cooke | M | - |
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. | 15 years |
| Wayne M. Breisch | M | 61 |
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. | 5 years |
| Paul H. Miglino | M | - |
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. | 27 years |
| David Frederic Schroll | M | - |
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. | 7 years |
| Christopher P. Ouimet | M | - |
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. | 5 years |
| Christopher O’Keefe | M | - |
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. | 5 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Wendell Leon Perkins | M | 61 |
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.
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. | 19 years |
| Ed Maraccini | M | - |
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.
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. | 12 years |
| Colette Marie Wallner | F | - |
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.
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. | 11 years |
| Lynett D. Glenn | F | - |
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. | 14 years |
| Joel A. Dykman | M | - |
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.
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. | 13 years |
| Reza Taleghani | M | 51 |
Villanova University
| 3 years |
| Sean Colleran | M | - |
University of Notre Dame
| 5 years |
| Elizabeth M. Polzin | F | - |
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.
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. | 6 years |
| Michael H. Gandrud | M | - |
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.
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. | 5 years |
| David Sutherland | M | - |
University of Notre Dame
| 7 years |
| Susan L. Nardone | F | - |
Villanova University
| 7 years |
| Matt E. Haggerty | M | - |
Villanova University
| 4 years |
| Molly M. Iarocci | F | - |
University of Notre Dame
| 8 years |
| Eldene K. Doyle | F | 68 |
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.
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. | 8 years |
| Daniel A. Bagdasarian | M | - |
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.
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. | 13 years |
| Marvin Ira Kline | M | - |
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. | 19 years |
| Peggy McKay | F | 54 |
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.
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. | 11 years |
| Andrew E. Winslow | M | - |
University of Notre Dame
| 4 years |
| Kathleen Souder | F | - |
University of Notre Dame
| 4 years |
| Victor Abiamiri | M | - |
University of Notre Dame
| 4 years |
| Shawn Patterson | M | 50 |
University of Notre Dame
| 2 years |
| Damian Karas | M | - |
University of Notre Dame
| 4 years |
| Patrick Dunn | M | - |
University of Notre Dame
| 4 years |
| Patrick R. Mahoney | M | - |
University of Notre Dame
| 4 years |
| Charles Walworth | M | 49 |
University of Notre Dame
| 2 years |
| Brian Hightower | M | - |
University of Notre Dame
| 4 years |
| Sarah Kristen Goller | F | - |
University of Notre Dame
| 4 years |
| Eric Hess | M | - |
University of Notre Dame
| 4 years |
| Frederick P. Marczyk | M | - |
University of Notre Dame
| 3 years |
| Jim Rowley | M | - |
Villanova University
| 4 years |
| Christina Perry | F | - |
University of Notre Dame
| 4 years |
| Wen Li | M | - |
University of Notre Dame
| - |
| Michael Racich | M | 51 |
Villanova University
| 4 years |
| Greg Belatti | M | - |
University of Notre Dame
| 4 years |
| Andrew Nerlinger | M | - |
University of Notre Dame
| 4 years |
| Matthew Zenker | M | - |
University of Notre Dame
| 4 years |
| Kara Dowley | F | - |
University of Notre Dame
| 4 years |
| Katie Bathgate | F | - |
Villanova University
| 4 years |
| JP Gagne | M | - |
University of Notre Dame
| 4 years |
| Nathaniel Joseph Cahill | M | - |
University of Notre Dame
| 4 years |
| Meg Lane | F | - |
University of Notre Dame
| 1 years |
| Daniel Gedney | M | - |
University of Notre Dame
| 4 years |
| Ryan Christopher Todd | M | - |
Villanova University
| 4 years |
| Tim D. Trostle | M | - |
University of Notre Dame
| 4 years |
| Kathleen Monticello | F | - |
University of Notre Dame
| 4 years |
| Nimisha Savani | F | 57 |
Villanova University
| 2 years |
| Amy K. Marshall | F | - |
University of Notre Dame
| 4 years |
| Phil Sapovits | M | - |
Villanova University
| 3 years |
| Justin D. Skoff | M | - |
University of Notre Dame
| 4 years |
| Michael Zahn | M | 55 |
University of Notre Dame
| 2 years |
| Kourtney Bitterly | F | - |
University of Notre Dame
| 4 years |
| Anthony C. Sorrentino | M | - |
Villanova University
| 4 years |
| Brad Weisgerber | M | - |
Villanova University
| 4 years |
| Lisa D. Fernandez | F | - |
Villanova University
| 4 years |
| Michael J. Lozano | M | - |
University of Notre Dame
| 4 years |
| Casey H. Simmons | M | - |
Villanova University
| 4 years |
| John A. Barker | M | - |
University of Notre Dame
| 4 years |
| Jonathan D. Tenenbaum | M | - |
Villanova University
| 4 years |
| Sara Byrne | F | - |
Villanova University
| 4 years |
| Guido DeAscanis | M | - |
Villanova University
| 4 years |
| Paul Alford | M | - |
Villanova University
| 4 years |
| Kimberly S. Andrascik | F | - |
Villanova University
| 3 years |
| William K. Harris | M | - |
Villanova University
| 4 years |
| John Lutz | M | - |
Villanova University
| 2 years |
| Alex Adamson | M | - |
University of Notre Dame
| 4 years |
| Rasto Berlansky | M | 48 |
Villanova University
| 4 years |
| John Mirshekari | M | 43 |
University of Notre Dame
| 4 years |
| Ryan Bruce Isherwood | M | - |
University of Notre Dame
| 2 years |
| Courtney R. Mills | F | - |
Villanova University
| 3 years |
| Kelly Robert Clement | M | - |
University of Notre Dame
| 4 years |
| Luke McClellan | M | - |
University of Notre Dame
| 4 years |
| Molly Iarocci | F | - |
University of Notre Dame
| 4 years |
| Brian Sefton | M | - |
University of Notre Dame
| 4 years |
| Michael Bauer | M | - |
University of Notre Dame
| 2 years |
| Michael Adam Cunius | M | - |
Villanova University
| 4 years |
| Katherine Esposito | F | - |
Villanova University
| 4 years |
| Ira C. Harris | M | 64 |
University of Notre Dame
| 5 years |
| Jane Lee | F | - |
University of Notre Dame
| 4 years |
| Erik Michael Keener | M | - |
University of Notre Dame
| 4 years |
| Paul Buser | M | - |
University of Notre Dame
| 4 years |
| Lauren Carroll | F | - |
University of Notre Dame
| 4 years |
| Robert John Popowski | M | - |
Villanova University
| 4 years |
| Adam Fleck | M | - |
University of Notre Dame
| 4 years |
| Donald O'Hara | M | - |
Villanova University
| 2 years |
| Brian R. Wrona | M | - |
University of Notre Dame
| 4 years |
| Jared Hall | M | - |
University of Notre Dame
| 2 years |
| Kevin Johnson | M | - |
University of Notre Dame
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- William Thomas Fitzpatrick
- Personal Network
