Thomas Patrick Fitzgerald

Mr. Tom P.
Fitzgerald is a Managing Director at Managed Asset Portfolios LLC.
Before joining Managed Asset Portfolios in 2005, he served as Executive Vice President and Chief Operating Officer of H&R Block Financial Advisors, Inc. where he was a member of the firm’s senior leadership, responsible for overall management of the operational and support functions of the financial services firm, and Chair of the firm’s Investment Committee.
As Senior Vice President and General Counsel of OLDE Financial Corporation, he provided counsel on a full-range of business and legal issues, and was a member of the firm’s Executive Management Committee.
As outside counsel in private practice, Mr. Fitzgerald concentrated on financial services matters, providing business and legal advice to various financial services industry participants, including national and regional brokerage firms, investment advisers and investment companies.
He began his professional career at the U.
S.
Securities and Exchange Commission where he was a Staff Attorney, then Special Trial Counsel, in the Branch of Enforcement.
He was recognized with outstanding ratings and performance awards for investigating and prosecuting violations of the federal securities laws.
Mr. Fitzgerald earned a Bachelor of Science in Finance with Honors from the University of Illinois, a Master of Business Administration in Finance with Distinction from DePaul University and a Juris Doctorate with High Honors from Illinois Institute of Technology / Chicago-Kent College of Law.
He has also published articles and conducted seminars on topics pertaining to the financial services industry.
Mr. Fitzgerald is a licensed attorney, a member of various securities industry professional associations and a Registered Investment Adviser Representative.