Patricia Bowlin has been Senior Vice President & Managing Director of Ipswich Investment Management since February 2010, is a control person of the firm and directly owns under 5% of it. Patricia Bowlin holds a Bachelor of Arts in Economics from Trinity Washington University.
Ipswich Investment Management Company, Inc. is a Beverly, MA firm with $730M under management, 268 clients and 6 advisers in one office, as of its March 2026 filing.
Patricia A. Bowlin is a Senior Vice President, Managing Director and Member of the Investment Committee of Ipswich Investment Management, based in Beverly, MA. Before joining the firm, Bowlin was a Senior Vice President of Boston Advisors LLC, where she managed client portfolios and contributed to the firm's equity research efforts. Previously, Bowlin was a managing director of Voyageur Asset Management and a Vice President and Portfolio Manager of Capital House Investment Management.
Patricia Bowlin’s longest registration is the current one, 12 years at Ipswich Investment Management since 2014. Before joining Ipswich Investment Management in 2014, Patricia Bowlin was registered through Boston Advisors, LLC and Boston Advisors, Inc.
- – present · 12 yearsBeverly, MA · Adviser representative · Firm CRD 106625
- Boston Advisors, LLC– · 3 yearsBoston, MA · Adviser representative · Firm CRD 140059
- Boston Advisors, Inc.– · 3 yearsBoston, MA · Adviser representative · Firm CRD 110981
Investment adviser representative registrations
Patricia Bowlin is registered as an investment adviser representative in Massachusetts, since April 2014.
- MassachusettsSince 30 April 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 December 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Patricia Anne Bowlin
- CRD
- 2681885
- Firm
- Ipswich Investment Management · CRD 106625
- Role
- Senior Vice President & Managing Director
- Office
- 138 CONANT STREET, SUITE 201, Beverly, MA 01915
- Registration
- Investment adviser registration
- In the industry since
- March 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ipswichinvestment.com
Where does Patricia Bowlin work?
Patricia Bowlin has been Senior Vice President & Managing Director of Ipswich Investment Management Company, Inc. since February 2010, and is a control person of the firm.
Is Patricia Bowlin a financial advisor?
Yes. Patricia Bowlin has a current investment-adviser registration in Massachusetts, through Ipswich Investment Management since April 2014.
How many years of experience does Patricia Bowlin have?
Patricia Bowlin has 19 years in the financial industry, since March 2007, across 3 adviser firms.
What exams has Patricia Bowlin passed?
Patricia Bowlin passed the Series 65 in December 1996.
Where did Patricia Bowlin work before Ipswich Investment Management?
Before Ipswich Investment Management, Patricia Bowlin was registered through Boston Advisors, LLC, June 2006 to March 2010; Boston Advisors, Inc., February 2003 to June 2006.
Where is Patricia Bowlin based?
Patricia Bowlin’s registered office is in Beverly, MA.
Is Patricia Bowlin registered with FINRA?
No. Patricia Bowlin has no current broker registration.
How can I verify Patricia Bowlin’s record?
Search CRD 2681885 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patricia Bowlin’s full registration record.
- Alexander ColbyPresident, CEO & Managing Director
- Karen DuntonAssistant Vice President
- David MacDougallSenior Vice President, Managing Director & Chief Compliance Officer
- James McCallSenior Vice President & Managing Director
- Janell PhillipsExecutive Vice President & Managing Director
- Albert TitcombExecutive Vice President & COO
- Eric JostromChairman & Chief Investment Officer
- Molly MorinVP & CFO