PATRICIA (Patty) L. McKENNA, CFA
Portfolio Manager and Principal
23 Years Industry Experience
Equity Owner

Ms. McKenna joined HWCM in 1995 and became Principal in 2001. In her role as portfolio manager, Ms. McKenna plays an integral part in the investment research review and decision-making process and represents the Large Cap Fundamental Value and Large Cap Diversified Value strategies to current and prospective clients. She also provides expertise and insight into the healthcare and consumer sectors. Prior to joining the firm, Ms. McKenna was an equity analyst at Trust Company of the West. Before entering the field of investment management, she worked for five years in corporate finance at Bankers Trust and then at Fieldstone Private Capital Group. Ms. McKenna began her career as a forensic accountant in 1983. Ms. McKenna, a CFA charterholder, received her BA in Economics with distinction from Stanford University and MBA from Harvard Business School. In addition, she is Series 7 and 63 registered.

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