Our Associates
Edward Fitzpatrick
- CFP
- Senior Vice President - Investments
Edward joined his father in 2000, commencing The Fitzpatrick Group.
Edward has written investment articles and hosted seminars on investment planning, including Market Outlook for a Post Pandemic World and Best Practices for Investment Committees.
Edward serves on the board of directors for Seventh Generation Interfaith (SGI) in Milwaukee, a coalition of values-driven institutional investors who seek to align their investments with their mission. Edward is a former President of the Racine-Kenosha Estate Planning Council and a board member of a racial equality committee in Chicago.
Edward is a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of Villanova University.
Edward has written investment articles and hosted seminars on investment planning, including Market Outlook for a Post Pandemic World and Best Practices for Investment Committees.
Edward serves on the board of directors for Seventh Generation Interfaith (SGI) in Milwaukee, a coalition of values-driven institutional investors who seek to align their investments with their mission. Edward is a former President of the Racine-Kenosha Estate Planning Council and a board member of a racial equality committee in Chicago.
Edward is a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of Villanova University.
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John Fitzpatrick
- Financial Consultant
John has over fifty years of investment experience, and has written investment articles and taught classes on the topic.
John is a charter member of the Investment Management Consultants Association and played an integral role in the launch of the Socially Responsible Investing (SRI) movement. He is a graduate of Xavier University.
John is a charter member of the Investment Management Consultants Association and played an integral role in the launch of the Socially Responsible Investing (SRI) movement. He is a graduate of Xavier University.
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Andrew Fitzpatrick
- Financial Advisor
- Senior Institutional Consultant
Andrew has twenty-four years of investment experience and joined the team in 2013. He had previously worked for J.P. Morgan for fourteen years and Hinsdale Associates, a boutique investment firm.
Andrew has been quoted in CNBC, WBBM Radio, Barron’s, and the Wall Street Journal. He is a member of the Interfaith Coalition for Corporate Responsibility (ICCR). Andrew earned an undergraduate degree from Villanova University, an M.B.A. from DePaul University, and is a CFA charterholder.
Andrew and his wife, Lynne, have two sons, Nolan and Brendan. He coaches youth basketball and baseball and enjoys playing golf.
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Andrew has been quoted in CNBC, WBBM Radio, Barron’s, and the Wall Street Journal. He is a member of the Interfaith Coalition for Corporate Responsibility (ICCR). Andrew earned an undergraduate degree from Villanova University, an M.B.A. from DePaul University, and is a CFA charterholder.
Andrew and his wife, Lynne, have two sons, Nolan and Brendan. He coaches youth basketball and baseball and enjoys playing golf.
CA Insurance Producer License #0J17229
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Dawn Benzinger
- Senior Client Associate
Dawn joined the team in 2006 and has over twenty years of financial services experience.
She is an integral part of the group.
She is an integral part of the group.