Patty Bowlin
Investment Committee Member at Ipswich Investment Management Co., Inc.
Profile
Ms. Patricia A.
Bowlin is a Managing Director at Ipswich Investment Management Co., Inc. She is also Member of the Investment Committee of the firm.
Prior to joining Ipswich Investment, Ms. Bowlin was a Senior Vice President of Boston Advisors LLC where she managed client portfolios and contributed to the firm's equity research efforts.
Previously, she was a managing director of Voyageur Asset Management, where in addition to managing client portfolios she also co-managed its Growth & Value Portfolio product.
She served as a Vice President and Portfolio Manager of Capital House Investment Management, a subsidiary of the Royal Bank of Scotland.
She was responsible for North American investment strategy and equity research and actively managed major institutional and private client portfolios.
She also worked as a Vice President, Portfolio Manager and Equity Analyst for Scimitar North American Asset Management, a subsidiary of Standard Chartered Bank.
She began her career as a research analyst for Essex Investment Management Company.
She earned a Bachelor of Arts in economics from Trinity College and attended Boston University's Graduate School of Management.
Patty Bowlin active positions
| Companies | Position | Start |
|---|---|---|
Ipswich Investment Management Co., Inc.
 Ipswich Investment Management Co., Inc. Investment ManagersFinance Founded in 1986, Ipswich Investment Management Co., Inc. is a registered investment advisor located in Ipswich, Massachusetts. The firm's clients include individuals, families, trusts, corporations, pension plans and profit sharing plans. | Investment Committee Member | 2010-01-31 |
Former positions of Patty Bowlin
| Companies | Position | End |
|---|---|---|
Boston Advisors LLC
 Boston Advisors LLC Investment ManagersFinance Founded in 1982, Boston Advisors LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Birdsong Capital LLC. They provide discretionary portfolio management services to individual and institutional clients. | Portfolio Manager-Equities | - |
| Voyageur Asset Management (MA) | Portfolio Manager-Equities | - |
| Capital House Investment Management Ltd. | Corporate Officer/Principal | 1992-12-31 |
Essex Investment Management Co. LLC
 Essex Investment Management Co. LLC Investment ManagersFinance Essex Investment Management Co. LLC (Essex) is an independent registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Hazard and Joseph McNay in 1976. Essex provides investment management services on a discretionary basis to institutional clients, such as employee benefits plans, endowment funds, foundations, religious organizations, and mutual funds. The firm also provides investment management services to individuals (private clients), limited partnerships and limited liability companies. | Analyst-Equity | 1988-12-31 |
RBC Global Asset Management (US), Inc.
 RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions. | Corporate Officer/Principal | - |
Training of Patty Bowlin
| Trinity College (Connecticut) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Boston Advisors LLC
Boston Advisors LLC Investment ManagersFinance Founded in 1982, Boston Advisors LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Birdsong Capital LLC. They provide discretionary portfolio management services to individual and institutional clients. | Finance |
| Voyageur Asset Management (MA) | Finance |
Ipswich Investment Management Co., Inc.
Ipswich Investment Management Co., Inc. Investment ManagersFinance Founded in 1986, Ipswich Investment Management Co., Inc. is a registered investment advisor located in Ipswich, Massachusetts. The firm's clients include individuals, families, trusts, corporations, pension plans and profit sharing plans. | Finance |
RBC Global Asset Management (US), Inc.
RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions. | Finance |
Essex Investment Management Co. LLC
Essex Investment Management Co. LLC Investment ManagersFinance Essex Investment Management Co. LLC (Essex) is an independent registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Hazard and Joseph McNay in 1976. Essex provides investment management services on a discretionary basis to institutional clients, such as employee benefits plans, endowment funds, foundations, religious organizations, and mutual funds. The firm also provides investment management services to individuals (private clients), limited partnerships and limited liability companies. | Finance |
| Capital House Investment Management Ltd. | Miscellaneous |
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