About
William Lowrie, CFA, is a Portfolio Manager at Pennington Partners & Co. based in Washington, DC, where he is responsible for the day-to-day oversight and management of client relationships and investment portfolios. His work at the firm involves managing multi-asset investment strategies, with a focus on private and public markets tailored to high-net-worth individuals and family offices.
Prior to joining Pennington Partners & Co. in May 2023, William served as an Associate at BlackRock, where he gained experience in institutional asset management. In addition to his investment industry roles, he is the author of "Mindful Management," which reflects his interest in the application of behavioral and strategic thinking to investment management decisions.
William holds a Bachelor of Science in Business Administration with concentrations in Accounting and Finance from Georgetown University's McDonough School of Business, and he also completed a summer study abroad program at the University of Oxford. He is a CFA charterholder, underscoring his professional expertise in asset allocation, portfolio construction, and multi-asset class investing.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Pennington Partners & Co. | Portfolio Manager | May 2023 to Present | — |
| New Degree Press | Author, "Mindful Management" | Sep 2018 to Present | — |
| BlackRock | Associate | Jan 2022 to May 2023 | — |
| BlackRock | Analyst | Jun 2019 to Jan 2022 | — |
| BlackRock | Intern | May 2018 to Aug 2018 | — |
| IBM | Financial Analyst, Cognitive Systems | Jan 2018 to May 2018 | — |
| Georgetown University Student Investment Fund | Vice President, Consumer and Retail | Sep 2017 to Dec 2017 | — |
| Georgetown University Student Investment Fund | Analyst, Industrials and Natural Resources | Jan 2017 to Sep 2017 | — |
| Georgetown University Student Investment Fund | Analyst, Financial Institutions Group | Sep 2016 to Dec 2016 | — |
| Medallion Wealth Advisors, LLC | Financial Advisor | May 2017 to Jun 2017 | — |
| And1Analytics | Chief Operating Officer | Mar 2016 to Aug 2016 | — |
| Medallion Wealth Advisors, LLC | Summer Intern | May 2016 to Jul 2016 | — |
| MetLife | Summer Analyst | Jun 2015 to Aug 2015 | — |
| Camp Pinehurst | Camp Counselor | Jun 2012 to Aug 2014 | — |
Education
Georgetown University McDonough School of Business
Bachelor of Science in Business Administration, Accounting and Finance
2015 — 2019
University of Oxford
Summer Study Abroad Program
2017 — 2017
Hopkins School
2011 — 2015
Others at Pennington Partners & Co. LLC (10)
| Name | Role | Location |
|---|---|---|
B Bruce Schulman | Managing Partner | Washington, DC , United States |
C Christopher Wolfe | President and Chief Investment Officer | Stamford, CT , United States |
J James Pai | Principal | Washington, DC , United States |
J Joseph Masino | Associate | Washington, DC , United States |
K Keith Kellum | Partner and Portfolio Manager | Roswell, GA , United States |
 | Associate | Charlotte, NC , United States |
 | Principal | Washington, DC , United States |
 | Investment Analyst | United States |
L Longhe Cao | Investment Analyst | United States |
 | Portfolio Manager | Houston, TX , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Equity Research Associate | Overbrook Management Corp. | New York, NY , United States |
D Devangi Thakkar | Vice President, Investment Performance and Reporting Manager | Sentinel Trust Co. Lba | Houston, TX , United States |
 | Vice President, Portfolio Manager | Sentinel Trust Co. Lba | Houston, TX , United States |
 | Portfolio Manager | Boston Family Office LLC | Boston, MA , United States |
E E Greer Candler | Partner and Portfolio Manager | Boston Family Office LLC | Boston, MA , United States |
