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

The 99 Mechanic St office focuses on providing comprehensive financial planning and wealth management services.

99 Mechanic St

This office likely focuses on real estate investment and market analysis within the Portland area.

533 Congress St

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 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

This department manages and optimizes the day-to-day operations of the organization.

Operations Department

This department focuses on conducting and managing research initiatives and portfolios.

Research Department

This department oversees the strategic direction and overall management of the organization.

Executive Leadership

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

Client Relationship Team

Operations Department

Research Department

Executive Leadership

Trading and Research Team

Offices

Bradley, Foster & Sargent, Inc.

Org chart

Teams

Portfolio Management Team

Client Relationship Team

Operations Department

Research Department

Executive Leadership

Trading and Research Team

Offices

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