Portfolio Manager

Will Lowrie serves as a Portfolio Manager at Pennington Partners & Co. He is responsible for the day-to-day oversight and management of client relationships and portfolios. Additionally, he engages with clients’ key service providers on a regular cadence to support each client holistically.

Prior to joining Pennington, Will served as an Investment Grade Credit Portfolio Manager at BlackRock, where he managed total return and book yield mandates for insurance companies and was responsible for generating alpha via sector allocation, security selection, and relative value strategies.

Will graduated from Georgetown University where he received a BSBA in Finance and Accounting from the McDonough School of Business. Will is an active CFA® Charterholder and holds the Certified Private Wealth Advisor® (CPWA®) certification awarded by the Investments & Wealth Institute in conjunction with the University of Chicago-Booth School of Business.