Wealth Advisor / Focused Growth Portfolio Manager
T.J. McHugh, Jr. holds a Series 65 license and is a Portfolio Manager/Wealth Advisor who has managed investments for high net worth individuals, pension and profit sharing plans, corporations, governments, and endowments and foundations. He is currently the portfolio manager for the Independence Square Advisors Focused Growth Investment Strategy.
Prior to joining Independence Square Asset Management in December 2016, T.J. was one of the team of Portfolio Managers for the Logan Capital GARP (Growth at a Reasonable Price) Strategy. During his time at Logan, this strategy was named by Lipper Marketplace (a division of Thomson Reuters Co.) as one of the Top Forty Money Managers. Before joining Logan Capital, he was President of McHugh Associates. McHugh Associates was ranked 26th by Money Manager Review for US Equity Large Cap Growth Managers (as ranked by 10-year annual return/risk) in 2005. McHugh Associates became part of Logan Capital Management in April 2009. The same investment philosophy that was used at McHugh Associates and Logan Capital Management is the same investment philosophy being used currently to manage the Focused Growth Strategy at Independence Square.
T.J. resides in Bryn Mawr, PA with his wife Megan, his son Tom, and daughters Grace and Claudia. He enjoys golf, paddle tennis, Peloton, and yoga.
TJ McHugh, Jr. offers investment advice through Independence Square Holdings, A Registered Investment Advisor and separate entity from LPL Financial. TJ is solely an investment advisor representative of Independence Square Holdings, LLC, and not affiliated with LPL Financial.