Edward A. Fitzpatrick is MSOE’s director of planned giving. Fitzpatrick will continue the momentum MSOE has established with its John and Linda Mellowes Planned Giving Initiative, which was started with funding from the Charter Manufacturing Company Foundation Inc. in 2011. The expertise and knowledge Fitzpatrick brings to the university will greatly benefit alumni and supporters who wish to include MSOE in their financial and estate planning.
Fitzpatrick has more than 20 years of related experience. Most recently, he was a wealth management advisor for TIAA-CREF, where he delivered wealth management and comprehensive financial planning for high net-worth university professors. He was responsible for $263 million in 403(b) retirement assets and annuities.
Previously, he was a personal financial planner and business insurance advisor for owners of privately held manufacturing firms and sub-chapter “S” corporations through Alloy Executive Strategies LLC; was vice president of private wealth management at Marshall & Ilsley Wealth Management Corp.; was vice president and senior trust administrator, wealth management at Wells Fargo Private Client Services Inc.; and was vice president of new business development, private financial services at the Northern Trust Company Inc.
Fitzpatrick holds an MBA from UW-Milwaukee and a bachelor’s degree in economics from the University of Notre Dame. He holds Series 7 and 65 securities licenses, is life and health licensed in Wisconsin and Illinois; is a Cannon Trust School I, II and III graduate, and a certified trust financial advisor. He also is a graduate of the ABA School of Private Wealth Management at Duke University, a member of the Milwaukee Estate Counselors Forum, a development volunteer for the American Heart Association, a volunteer coach with the Milwaukee Winter Club Youth Hockey Association, and a volunteer teacher at Saint Monica Parish.
Milwaukee School of Engineering is an independent, non-profit university with about 2,800 students that was founded in 1903. MSOE offers bachelor’s and master’s degrees in engineering, business, mathematics and nursing. The university has a national academic reputation; longstanding ties to business and industry; dedicated professors with real-world experience; a 96% placement rate; and the highest ROI and average starting and mid-career salaries of any Wisconsin university according to PayScale Inc. MSOE graduates are well-rounded, technologically experienced and highly productive professionals and leaders.