Patrick McElroy

Patrick McElroy, CFA, is a Portfolio Manager at ClearBridge Investments in New York, focusing on equity income strategies, including the Tactical Dividend Income Strategy and the LMP Capital and Income Fund. He has been with ClearBridge since 2007 and has played a significant role in the management of U.S. convertibles and equity income portfolios, bringing over three decades of investment experience to the team.

His investment expertise centers on dividend growth equities, convertibles, and income-generating securities, with particular emphasis on U.S. midstream energy, utilities, and income-oriented equity sectors. McElroy is known for integrating bottom-up fundamental research with a disciplined approach to generating yield and capital appreciation for long-term investors.

He holds an MBA in Finance from NYU Stern School of Business and a BS in Science/Business from Villanova University. Prior to becoming a portfolio manager, he supported ClearBridge's U.S. convertibles strategy as a research analyst, and his contributions have been recognized within the firm through leadership positions on several large equity income portfolios.