Patrick Fruzzetti | Partner & Managing Director, Portfolio Manager

Patrick Fruzzetti works with wealthy families and individuals to provide a high-quality client experience and objective investment advice. As Portfolio Manager for over $1.8 billion in client assets¹, Patrick directs the team’s stock-specific research and is involved in all the team’s investment analysis. He also provides market commentary, insights and portfolio strategy.

Mr. Fruzzetti has been ranked as a Top Advisor by Barron’s and Forbes. Most recently, Patrick was ranked as a Barron’s Top 100 Independent Advisor (2023, 2024 & 2025)², as well as a top advisor in the state of New York in the Barron’s Top 1200 Financial Advisors list (2023, 2024 & 2025)³. He was also ranked in the Best-In-State ranking in Forbes for New York listed advisors (2023, 2024 & 2025)⁴.

Previously, Patrick spent eight years in the fixed income markets at Lehman Brothers, as well as two years researching companies in various sectors for a private family office. He brings over two decades of experience as an investment professional.

He is a contributor for both Bloomberg TV and CNBC.

Mr. Fruzzetti’s education includes a BS from Babson College and an MBA in finance from New York University. Mr. Fruzzetti holds series 7 and 66 licenses.

¹ AUM as of 9/19/2025

² This Rating is provided on September 15, 2025 by Barron’s. It covers the period of January 1 to December 31, 2024. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit Barron’s 2025 Top 100 Independent Advisors.

³ This Rating is provided on March 7, 2025 by Barron’s. It covers the period of October 1, 2023 through September 30, 2024. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit 2025 Barron’s Top 1,200 Financial Advisors.

⁴ This Rating is provided on April 8, 2025 by Forbes. It covers the period of July 1, 2023 through June 30, 2024. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit Forbes 2025 Best-In-State Wealth Advisors List.

Patrick Fruzzetti | Partner & Managing Director, Portfolio Manager

1 AUM as of 9/19/2025

2 This Rating is provided on September 15, 2025 by Barron’s. It covers the period of January 1 to December 31, 2024. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit Barron’s 2025 Top 100 Independent Advisors.

3 This Rating is provided on March 7, 2025 by Barron’s. It covers the period of October 1, 2023 through September 30, 2024. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit 2025 Barron’s Top 1,200 Financial Advisors.

4 This Rating is provided on April 8, 2025 by Forbes. It covers the period of July 1, 2023 through June 30, 2024. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit Forbes 2025 Best-In-State Wealth Advisors List.

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¹ AUM as of 9/19/2025

² This Rating is provided on September 15, 2025 by Barron’s. It covers the period of January 1 to December 31, 2024. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit Barron’s 2025 Top 100 Independent Advisors.

³ This Rating is provided on March 7, 2025 by Barron’s. It covers the period of October 1, 2023 through September 30, 2024. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit 2025 Barron’s Top 1,200 Financial Advisors.

⁴ This Rating is provided on April 8, 2025 by Forbes. It covers the period of July 1, 2023 through June 30, 2024. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit Forbes 2025 Best-In-State Wealth Advisors List.