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Bill Fitzpatrick

Managing Director and Portfolio Manager at Logan Capital Management Inc.

Chicago, IL , United States

About

Bill Fitzpatrick, CFA, is Managing Director and Portfolio Manager at Logan Capital Management, Inc., based in Chicago, IL. In his current role, he oversees the Logan Concentrated Value, Logan Value, and Logan International ADR equity strategies, with responsibilities spanning disciplined stock selection, portfolio rebalancing, and macroeconomic positioning. His focus is on value investing, emphasizing companies with strong balance sheets, reliable dividends, and sustainable earnings growth across U.S. and international markets.

Fitzpatrick's investment coverage includes U.S. and international equities, particularly through separately managed accounts and strategies such as concentrated value and ADR portfolios. Prior to joining Logan Capital in 2019, he served as Director and Senior Global Equity Analyst at Manulife Asset Management, and held similar roles at Optique Capital and Johnson Asset Management, where he built expertise in global equity analysis, strategy implementation, and sector rotation.

He is a CFA charterholder and currently serves as Board Chair of the CFA Society Chicago, where he oversees multiple committees and initiatives promoting educational and ethical standards for investment professionals. Fitzpatrick is recognized for his leadership in industry development and his contributions to professional organizations, making him a respected figure in value and international equity investment management.

Career History

OrganizationRoleDate RangeDetails
Logan Capital Management, Inc.Managing Director and Portfolio ManagerSep 2019 to Present
Primarily responsible for managing the Logan International Dividend ADR, Logan Value, and Logan Concentrated Value (LCV) Strategies.
Irish AngelsMemberMar 2017 to Present
IrishAngels is an angel group that invests in early-stage startups that are raising rounds of $1 to $3 million. The companies we consider for investment either have a founder, director, or investor f...
Manulife Asset ManagementGlobal Equity AnalystJan 2004 to Jan 2019
- Equity Analyst - Generalist primarily responsible for Financial Services, Consumer, and Energy sectors for International Value Fund. - Also assist marketing professionals with new business presentat...
Members United Corporate FCUFixed Income AnalystJan 2003 to Jan 2004
- Researched Financial Services Sector, focusing on investment banks. - Also covered asset-backed securities, including home equity loans, auto loans, and student loans.

Education

University of Notre Dame - Mendoza College of Business

MBA, Investment Management

2002 2003

Villanova University

BSBA, Finance

1993 1997

Loyola Academy

Others at Logan Capital Management Inc. (9)

NameRoleLocation
David Kafes
David Kafes
Fixed Income AnalystNewtown Square, PA , United States
J
Jennifer Rosen
Managing DirectorPhiladelphia, PA , United States
P
Peter Cooke
Managing DirectorPA , United States
S
Stephen Lee
PrincipalPhiladelphia, PA , United States
D
Deborah G
Managing DirectorNY , United States
D
Deborah George
MDUnited States
J
John Wright
Managing DirectorPhiladelphia, PA , United States
R
Rich Buchwald
Managing DirectorNewtown Square, PA , United States
S
Sarah Henry
Managing Director, Portfolio ManagerDevon, PA , United States