Kent A. Fitzpatrick, AIFA, GFS, CBFA

Sr. Consultant

Kent A. Fitzpatrick is a Senior Consultant and head of our Boston office.

Kent provides comprehensive, customized investment advisory and retirement plan consulting, as well as counseling clients on asset allocation, fiduciary issues and investment strategies. Kent’s focus is on investment design, participant and committee education, investment policy statement, fiduciary governance, improving participant outcomes and investment monitoring, for the public and private corporate sector, as well as non-profit organizations.

Kent is a graduate from St. Anselm College with a BA in Economics. Kent has been included in The 401kWire’s 300 Most Influential Advisors in Defined Contribution Plans. He is past president of the Retirement Advisors and Designers of America (RADA), an Advisor Council member of Envestnet Asset Management (NYSE: ENV) and a Board Member of Envestnet Retirement Solutions.

 

fitzpatrick@assetstrategyconsultants.com