William Thomas Fitzpatrick

Employer firm

Logan Capital Management, Inc. CRD 108893

$3.10B regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → 01/2019
  Manulife
  Lake Forest, IL
• 09/2019 → Present
  Logan Capital Management, Inc
  Newtown Square, PA
• 02/2019 → 09/2019
  Not Applicable
  Chicago, IL

Designations

• Chartered Financial Analyst

Other Names

• Bill Fitzpatrick