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About
Kari Fitzpatrick is currently an Analyst at J. Goldman & Co., L.P., based in Minneapolis, MN, where she focuses on investment research and fundamental analysis. Her responsibilities include evaluating equity investment opportunities and generating actionable insights across assigned coverage areas.
Prior to joining J. Goldman & Co., L.P. in April 2022, Kari gained extensive experience at Cleveland Research Company, where she worked first as a Research Associate and previously in Equity Research. During her tenure there, she developed expertise in sector-specific research, particularly within consumer and related industries, supporting both buy-side and corporate clients in investment decision-making.
Kari holds a Finance degree from Miami University and graduated from Saint Ursula Academy. Her solid analytical background and sector-specific focus reinforce her ability to deliver value-added research and contribute meaningfully to her firm’s investment strategy.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| J. Goldman & Co., L.P. | Analyst | Apr 2022 to Present | — |
| Cleveland Research Company | Research Associate | Jun 2018 to Mar 2022 | — |
| Cleveland Research Company | Equity Research | May 2017 to Aug 2017 | — |
| Forcht Bank | Audit Associate | Jul 2015 to Aug 2016 | — |
| Nordstrom | Sales Associate | May 2015 to Jul 2015 | — |
Education
Miami University
Finance
2014 — 2018
Saint Ursula Academy
2010 — 2014
Skills & Expertise
Others at J. Goldman & Co. LP (42)
| Name | Role | Location |
|---|---|---|
 | Analyst | New York, NY , United States |
A Adam Zucker | Partner and Portfolio Manager | New York, NY , United States |
 | Analyst | Setauket- East Setauket, NY , United States |
B Bo Yang | Portfolio Manager | New York, NY , United States |
B Brett Levy | Analyst | New York, NY , United States |
D Daniel Koch | Analyst | Dallas, TX , United States |
 | Partner and Portfolio Manager | Boston, MA , United States |
 | Portfolio Manager | Cedar Grove, NJ , United States |
E Eric Brown | Portfolio Manager | New York, NY , United States |
G George Wang | Senior Analyst | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
A Andrey Belov | Research Analyst | Cramer Rosenthal Mcglynn LLC | Stamford, CT , United States |
B Brian Harvey | Equity Portfolio Manager | Cramer Rosenthal Mcglynn LLC | United States |
