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.
Andrew R. Gordon
Chief Compliance Officer
Guergana Rangatcheva
Chief Financial Officer & Dire...
Joe Walker
Chief Operations Officer
Joseph A. Walker
Chief Operations Officer
Kathy Wilson
Portfolio Assistant
Robert A. Penney
Executive Vice President – Sal...
Shannon M. Membrino
Data & Solutions Analyst
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