Bill Fitzpatrick
Managing Director and Portfolio Manager at Logan Capital Management Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Logan Capital Management, Inc. | Managing Director and Portfolio Manager | Sep 2019 to Present | Primarily responsible for managing the Logan International Dividend ADR, Logan Value, and Logan Concentrated Value (LCV) Strategies. |
| Irish Angels | Member | Mar 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 Management | Global Equity Analyst | Jan 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 FCU | Fixed Income Analyst | Jan 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. (13)
| Name | Role | Location |
|---|---|---|
| Principal | PA , United States | |
C Christopher O'Keefe | Lead Portfolio Manager, Logan Dividend Performers and Balanced Strategies | West Chester, PA , United States |
| Fixed Income Analyst | Newtown Square, PA , United States | |
J Jennifer Rosen | Managing Director | Philadelphia, PA , United States |
M Marvin Kline | Managing director | Narberth, PA , United States |
P Peter Cooke | Managing Director | PA , United States |
R Rich Buchwald | MD | Philadelphia, PA , United States |
S Stephen Lee | Principal | Philadelphia, PA , United States |
| Managing Director and Portfolio Manager | Chicago, IL , United States | |
D Deborah G | Managing Director | NY , United States |
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