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Jacob Fitzpatrick

Portfolio Manager at Prudent Man Advisors, LLC

Saint Paul, MN , United States

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

OrganizationRoleDate RangeDetails
PMAPortfolio ManagerMar 2024 to Present
TIAASenior Director, Portfolio Manager, Leveraged FinanceMar 2019 to Mar 2024
Nuveen InvestmentsAVP, Assistant Portfolio Manager and Trader - High YieldNov 2015 to Mar 2024
Allianz GroupFixed Income Principal - Allianz Investment ManagementNov 2014 to Nov 2015
Allianz GroupFixed Income Associate - Allianz Investment ManagementJan 2011 to Nov 2014
FAF AdvisorsTax-Exempt and Taxable Fixed Income TraderJan 2007 to Jan 2011
FAF AdvisorsFront Office and Trade ControllerJan 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

Intex
Portfolio Management
Investment Strategies
Mutual Funds
Investments
Credit Analysis
Intex Desktop
Financial Services
Bonds
Irish History
Financial Modeling
Fixed Income
Trading
Equities
Asset Management
Structured Products
Investment Management
Securities

Others at Prudent Man Advisors, LLC (10)

NameRoleLocation
B
Brett Copeland
Portfolio ManagerChicago, IL , United States
H Edward Barnicle
H Edward Barnicle
Portfolio ManagerChicago, IL , United States
Jasen Pinkerton
Jasen Pinkerton
Senior Quantitative Analyst, Public FinanceChicago, IL , United States
Nick Borreson
Nick Borreson
Portfolio ManagerSaint Paul, MN , United States
T
Tim Palmer
Senior Portfolio ManagerMinneapolis, MN , United States
Addison Heffron
Addison Heffron
Quantitative AnalystNaperville, IL , United States
C
Cedric Buermann
Quantitative Equity Portfolio ManagerMinneapolis, MN , United States
J
Jacob Correll
VP, Portfolio ManagerMesa, AZ , United States
J
John Huber
Chief Investment OfficerMinneapolis, MN , United States
Thomas Von Kuster
Thomas Von Kuster
Quantitative AnalystUnited States