Area Senior Vice President & Area Director
Philip M. Fabrizio is an Area Senior Vice President and Area Director with the Investment and Fiduciary Consulting practice of Arthur J. Gallagher & Co., Gallagher Fiduciary Advisors, LLC (“Gallagher”). He is responsible for advising clients regarding overall strategic asset allocation, investment policy and investment manager selection and structure. Additionally, Mr. Fabrizio provides analyses and advice to clients regarding investment manager search and selection, and investment portfolio and manager performance reporting and attribution. He leads the International/Global Equity research team.
Prior to joining Gallagher in 2012, Mr. Fabrizio worked at a wealth management firm where he provided strategic investment advice and guidance to a wide range of high-net-worth clients including professional athletes. He was actively involved in establishing firm-wide investment policy and evaluating existing and potential investment managers on behalf of the firm’s clients. Previously, he also worked for an institutional investment consulting firm where he monitored and evaluated client and manager investment performance relative to appropriate benchmarks, aided clients in investment manager selection, and managed on-going endowment and pension fund client relationships.
He holds a Master of Business Administration in Financial Management from George Mason University and a Bachelor of Science in Finance and Marketing from the University of Maryland. He earned the Chartered Financial Analyst® (CFA®) designation. Mr. Fabrizio is a member of the CFA Institute and an active member of the CFA Society of Washington, DC.