Our team

Patty McKenna, CFA

Portfolio Manager and Principal

28 Years with H&W 37 Years of Industry Experience

Patty McKenna serves as a portfolio manager on the Large Cap Fundamental Value and Large Cap Diversified Value portfolios. She covers consumer companies and is a member of the consumer and healthcare sector teams.

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 from Stanford University and MBA from Harvard Business School.