About
Jacob Fitzpatrick is a Portfolio Manager at Prudent Man Advisors LLC (PMA Asset Management), based in Saint Paul, MN, where he manages multisector fixed income portfolios for a variety of institutional clients, including public entities and insurance companies. His primary responsibilities include security selection, portfolio construction, and risk management, with a focus on developing customized investment strategies that address client objectives and constraints in the fixed income market.
Fitzpatrick's expertise centers on multisector and leveraged finance fixed income strategies, with prior specialization in high yield and leveraged loan asset classes. At TIAA, he served as Senior Director and Portfolio Manager in the Leveraged Finance group, and at Nuveen Asset Management he managed high yield bonds, demonstrating deep knowledge of credit markets across ratings spectra.
He holds an undergraduate degree from the University of Minnesota and has additional academic background in mathematics and music, with advanced degrees from institutions such as the University of Wisconsin–Madison and the University of Minnesota. Fitzpatrick is recognized for his disciplined, research-driven approach to fixed income investing and his contributions to performance analytics and portfolio strategy within the institutional asset management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| PMA | Portfolio Manager | Mar 2024 to Present | — |
| TIAA | Senior Director, Portfolio Manager, Leveraged Finance | Mar 2019 to Mar 2024 | — |
| Nuveen Investments | AVP, Assistant Portfolio Manager and Trader - High Yield | Nov 2015 to Mar 2024 | — |
| Allianz Group | Fixed Income Principal - Allianz Investment Management | Nov 2014 to Nov 2015 | — |
| Allianz Group | Fixed Income Associate - Allianz Investment Management | Jan 2011 to Nov 2014 | — |
| FAF Advisors | Tax-Exempt and Taxable Fixed Income Trader | Jan 2007 to Jan 2011 | — |
| FAF Advisors | Front Office and Trade Controller | Jan 2006 to Jan 2007 | — |
Education
Master of Science, Mathematics
2011 — 2016
Howard Lake Waverly Winsted High School
2000
Burnsville High School
St. Olaf College
Composition, Music, Dance
University of Wisconsin - Madison
Doctor of Philosophy, Music
University of Minnesota School of Music
Master of Arts, Music
University of Minnesota
Bachelor of Science
University of Minnesota - Carlson School of Management
Bachelor of Science, Finance
Skills & Expertise
Others at Prudent Man Advisors, LLC (10)
| Name | Role | Location |
|---|---|---|
B Brett Copeland | Portfolio Manager | Chicago, IL , United States |
| Portfolio Manager | Chicago, IL , United States | |
| Senior Quantitative Analyst, Public Finance | Chicago, IL , United States | |
| Portfolio Manager | Saint Paul, MN , United States | |
T Tim Palmer | Senior Portfolio Manager | Minneapolis, MN , United States |
| Quantitative Analyst | Naperville, IL , United States | |
C Cedric Buermann | Quantitative Equity Portfolio Manager | Minneapolis, MN , United States |
J Jacob Correll | VP, Portfolio Manager | Mesa, AZ , United States |
J John Huber | Chief Investment Officer | Minneapolis, MN , United States |
| Quantitative Analyst | United States |