Examining the Domestic Equity Markets
Adrian K. Sancho, MBA
Vice President, Equity Analyst
Adrian is a Vice President and manages institutional and private client relationships. Previously, he was an Equity Analyst and conducted fundamental research on the consumer discretionary and financial sectors. Prior to joining Inverness in 2010, Adrian was an Investment Strategist at TD Ameritrade, and a Vice President at U.S. Trust.
Adrian earned a BA from Brandeis University in 2001 and an MBA from Columbia University in 2008.
Nicholas J. Paul, CFA
Institutional Portfolio Manager
MFS Investment Management
Nicholas J. Paul, CFA, is an investment officer and institutional portfolio manager at MFS Investment Management® (MFS®). He serves as a member of the US Equity Growth team, participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows.
Nicholas joined MFS in 2010 and most recently served as an investment product specialist, covering a wide range of strategies and asset classes for the firm, before being named to his present position in 2018. Prior to joining MFS, he spent nine years at Putnam Investments as a vice president and investment product manager. In this role, he was responsible for communicating portfolio positioning and strategy to both institutional and retail clients and prospects, developing and launching new products and gathering market intelligence on trends in the global marketplace. He began his career in financial services in 1999.
Nicholas earned an MBA from Boston College’s Carroll School of Management, where he graduated with honors, and a bachelor’s degree from West Virginia University. He is a CFA charter holder and a member of the Boston Security Analysts Society.
Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.
Owen Fitzpatrick, CFA
Principal, Managing Director, Lead Portfolio Manager
Aristotle Capital Management
Owen Fitzpatrick is the Lead Portfolio Manager and a Senior Research Analyst at Aristotle Atlantic. Prior to joining Aristotle Atlantic, Owen had multiple roles at Deutsche Asset Management, including Managing Director and Head of the U.S. Equity Platform. As Head of U.S. Equities Owen oversaw all active U.S. equity strategies, and as a Portfolio Manager, he managed the Large Cap Growth and Large Cap Core portfolios. Prior to Deutsche Asset Management, Owen managed equity portfolios for Chemical Bank, where he was also responsible for research coverage of the consumer cyclical sector. Additionally, he served as a Portfolio Manager at Manufacturers Hanover Trust.
Owen earned his Bachelor of Science degree in Finance and his MBA from Fordham University. He is a CFA® charterholder.