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Portfolio Management

Maggie Fitzpatrick, CFA

Portfolio Manager

Maggie is a portfolio manager at Breckinridge. In her role, Maggie is responsible for the day-to-day management and monitoring of client portfolios. Maggie has been with the firm since December 2017 and has over seven years of investment industry experience. She spent two years on the consultant relations team before transitioning to her current role in 2020. Prior to Breckinridge, she was an advisory services associate for Gurtin Municipal Bond Management. Maggie holds a B.S. in financial mathematics and statistics from University of California, Santa Barbara. She is a CFA® charterholder. Maggie is based in San Diego.