Patrick Fruzzetti works with wealthy families and individuals to provide a high-quality client experience and objective investment advice. As Portfolio Manager for nearly $1.5 billion in client assets, 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), as well as a top advisor in the state of New York in the Barron’s 2023 Top 1200 Financial Advisors. He was also ranked in the Best-In-State ranking in Forbes for New York listed advisors (2022 & 2023).
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.