Patrick Fruzzetti works with wealthy families and individuals to provide a high quality client experience and objective investment advice. As Portfolio Manager, Patrick directs the team’s stock-specific research, and is involved in all of the team’s equity investment analysis. He also provides market commentary, insights and portfolio strategy. Previously, Patrick spent eight years in the fixed income markets at Lehman Brothers, as well as two years writing equity research reports on companies in various sectors for a private family office. He brings nearly two decades of experience as an investment professional.
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.