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RF

Robert Fitzpatrick

Portfolio Manager/Analyst at Bernzott Capital Advisors

Boston, MA , United States

About

Robert Fitzpatrick is a Portfolio Manager/Analyst at Bernzott Capital Advisors, based in Boston, Massachusetts, where he focuses on fundamental, bottom-up value investing strategies for institutional and private clients. The firm emphasizes concentrated, conviction-weighted portfolios and invests with a long-term horizon, targeting high-quality businesses trading at significant discounts to fair value. Specific sectors or asset classes Fitzpatrick covers at Bernzott Capital Advisors are not detailed in available sources, but the firm is known for its classic value approach, favoring financially transparent companies with proven management teams.

Career History

OrganizationRoleDate RangeDetails
Bernzott Capital AdvisorsPortfolio Manager/AnalystDec 2020 to Present
Cadence Capital Management LLCSenior Portfolio Manager, Managing DirectorJan 1999 to Dec 2020
Morgan StanleyEquity Research AssistantJan 1989 to Jan 1991

Others at Bernzott Capital Advisors (3)

NameRoleLocation
J
Jeffrey Karansky
Portfolio Manager and AnalystWinter Park, FL , United States
P
Peter Banks
PresidentCamarillo, CA , United States
John Angelica
John Angelica
Equity AnalystNew York, NY , United States