Schulte Taps Registered Funds Veteran John Fitzgerald as New Partner in Investment Management Group

Schulte Roth & Zabel (“Schulte” or “the firm”), a leading global law firm focused on private capital, is pleased to announce that John Fitzgerald has joined the firm as a partner in the Investment Management Group in the New York office. With nearly 25 years of experience, John is a highly regarded authority in the Investment Company Act of 1940 ("the ‘40 Act") and related investment products. His deep knowledge will support the growing demand from private investment fund firms for sophisticated advice on registered fund matters.

“John brings a unique combination of technical expertise and strategic insight to our Investment Management Group,” said co-managing partner David Efron. “His work advising on complex matters under the ‘40 Act and his ability to anticipate industry trends will be instrumental as our clients increasingly explore opportunities in registered products and retail distribution."

Kelly Koscuiszka, co-head of the firm's Investment Management Regulatory and Compliance Group,  noted, “The addition of John reinforces our commitment to providing best-in-class counsel to our clients as they navigate the evolving regulatory and market landscape. His expertise will not only benefit our investment management practice but will also enhance the firm’s ability to support clients across transactional, regulatory and enforcement matters.”

John’s move to Schulte is driven by a shared vision for delivering value to clients and fostering innovation. Reflecting on his decision to join the firm, John said, “I am thrilled to be part of a firm known for its entrepreneurial culture and exceptional client service. This platform provides an unparalleled opportunity to collaborate with industry leaders and support clients as they navigate the growing intersection of private funds and registered investment products.”

John’s impressive career spans a range of roles, including senior in-house positions at major financial institutions. Before joining Schulte, he was part of the registered funds group at Simpson Thacher & Bartlett. His practice is comprehensive, encompassing the formation, structuring and operation of registered investment funds across various strategies, including mutual funds, closed-end funds, ETFs, business development companies (BDCs) and private wealth platforms.

John earned his BA from the University of Michigan and his JD from The George Washington University. He has held leadership positions at JP Morgan and Lord, Abbett & Co., where he honed his skill sets advising on US retail funds, private fund offerings and retail distribution strategies.

With John’s addition, Schulte continues to expand its capabilities to meet the changing needs of clients in the investment management and finance sectors.