Breckinridge Capital Advisors
Maggie Fitzpatrick, CFA, is currently a Portfolio Manager at Breckinridge Capital Advisors, where Maggie previously held positions as a Portfolio Analyst and Associate. Prior to that, Maggie worked as an Associate in Advisory Services at Gurtin Municipal Bond Management. Maggie also gained experience as an Associate Technical Account Manager Intern at Yardi, where Maggie assisted clients with software usage and troubleshooting. Fitzpatrick earned a Bachelor of Science degree in Financial Mathematics and Statistics from UC Santa Barbara, and also attended The London School of Economics and Political Science.
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Breckinridge Capital Advisors
Breckinridge Capital Advisors is a Boston-based, independently owned asset manager working to provide providing the highest caliber of investment management. We believe the following characteristics set us apart: - Commitment to staying independent - Disciplined portfolio management - Rigorous fundamental credit analysis - Forward looking and integrated ESG research - Ability to customize separate accounts at scale - Proprietary technology platform - Culture of exceptional responsiveness and access - Competitive pricing We serve high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. Breckinridge’s assets under management totaled more than $44 billion as of June 30, 2023. Reflecting our commitment to ESG and sustainability, Breckinridge is a Massachusetts Benefit Corporation and a certified B Corp1. We believe these designations help us in our goals to create positive, long-term impact for our clients, employees and the communities in which we live, work and invest. Disclosures: https://www.breckinridge.com/social-media-disclosures/