Bradley, Foster & Sargent was founded in 1994 as a registered investment advisor to support both individuals and institutions in meeting their long-term financial goals through tailored investment management and excellent service.

Today, BFS continues its tradition of putting clients first, managing and investing money in each client’s best interest.

Investment Management

Bradley, Foster & Sargent, Inc.

Bradley, Foster & Sargent, Inc.'s headquarters in Hartford, CT, United States

Galan G. Daukas

Jeff Liguori

Steve Brandfield

Joe Walker

Bob Penney

Robert A. Penney

Keith G. Larose

Cameron H. Burns

Joseph A. Walker

Guergana Rangatcheva

Andrew R. Gordon

The Portfolio Management Team at Bradley, Foster & Sargent, Inc. is responsible for designing, implementing, and managing investment strategies tailored to meet the unique financial goals of each client. Leveraging deep research and analysis, the team aims to maximize returns while managing risk and ensuring alignment with clients' objectives. They also provide continuous monitoring and adjustments to portfolios, ensuring optimal performance over the long term.

Portfolio Management Team

The Leadership Team at Bradley, Foster & Sargent, Inc. is responsible for setting the strategic direction, overseeing the operational execution, ensuring regulatory compliance, and fostering client relationships to uphold the company's mission of delivering tailored investment management and excellent service. Comprised of top executives, this team collaborates to make high-level decisions that drive the company's success and maintain its client-first philosophy.

Leadership Team

The Client Relationship Team at Bradley, Foster & Sargent, Inc. is dedicated to nurturing and maintaining strong, personalized connections with each client. Comprised of ten Client Relationship Specialists, the team is focused on ensuring high levels of client satisfaction, addressing individual needs, and facilitating seamless communication between clients and the firm's investment managers. This team plays a crucial role in delivering the tailored investment management and exceptional service for which BFS is known.

Client Relationship Team

The Operations Team at Bradley, Foster & Sargent, Inc. ensures the seamless execution of daily activities that support the firm's investment management services. This includes managing financial transactions, maintaining client accounts, ensuring regulatory compliance, handling IT infrastructure, and providing accurate financial reporting to facilitate informed decision-making and impeccable client service.

Operations Team

The Operations and Strategy team at Bradley, Foster & Sargent, Inc. is responsible for streamlining the company's operational processes, ensuring regulatory compliance, and aligning sales and marketing efforts to achieve strategic business objectives. They collaborate closely to optimize financial performance, enhance client service, and support the investment management team's initiatives, all while maintaining a client-first approach.

Operations and Strategy

The Trading and Research Team at Bradley, Foster & Sargent, Inc. is responsible for executing trades, conducting in-depth market research, and analyzing equity and fixed income securities. This team ensures that client portfolios are managed efficiently and aligned with their long-term financial goals by integrating high-quality research with precise trading strategies.

Bradley, Foster & Sargent, Inc.

Org chart

Teams

Portfolio Management Team

Leadership Team

Client Relationship Team

Operations Team

Operations and Strategy

Trading and Research Team

Offices

Bradley, Foster & Sargent, Inc.

Org chart

Teams

Portfolio Management Team

Leadership Team

Client Relationship Team

Operations Team

Operations and Strategy

Trading and Research Team

Offices

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