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About
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.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| ClearBridge Investments | Portfolio Manager | Jul 2007 to Present | — |
Education
NYU Stern School of Business
MBA, Finance
1996 — 1998
Villanova University
BS, Science/Business
1987 — 1991
Others at Clearbridge Investments LTD (36)
| Name | Role | Location |
|---|---|---|
A Albert Grosman | Portfolio Manager | United States |
 | Portfolio Manager | New York, NY , United States |
 | Portfolio Manager | New York, NY , United States |
B Brian Angerame | Portfolio Manager | New York, NY , United States |
 | Trader | New York, NY , United States |
 | Analyst and Portfolio Manager | Baltimore, MD , United States |
 | Equity Analyst, Global Growth | New York, NY , United States |
D Donald Li | Security Analyst, VP | Baltimore, MD , United States |
E Elisa Aylward | Senior Trader | Watchung, NJ , United States |
E Erica Furfaro | Portfolio Manager | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
A Albert Grosman | Portfolio Manager | Clearbridge Investments, LLC | United States |
| Portfolio Manager | Clearbridge Investments, LLC | New York, NY , United States |
 | Senior Research Analyst | First Eagle Investment Management, LLC | New York, NY , United States |
B Benjamin Bahr | Portfolio Manager and Senior Analyst | First Eagle Investment Management, LLC | New York, NY , United States |
