Experience

Bradley, Foster & Sargent, Inc.

• United States
• Investment Management
• 1 - 100 Employee

• Portfolio Manager

  • Feb 2011 - Present

  I work with individuals, families and institutions to help them achieve their overall goals and objectives. I seek to develop, long-lasting and meaningful relationships with clients to assist them will all aspects of their financial affairs. Strategies are designed to meet the unique needs of each client and are implemented on a discretionary basis. I work and communicate directly with clients so they aware of their investment strategy at all times. I work with individuals, families and institutions to help them achieve their overall goals and objectives. I seek to develop, long-lasting and meaningful relationships with clients to assist them will all aspects of their financial affairs. Strategies are designed to meet the unique needs of each client and are implemented on a discretionary basis. I work and communicate directly with clients so they aware of their investment strategy at all times.


Columbia Management
• Business Consulting and Services
• Senior Portfolio Manager

  • 1985 - 2009

Fleet Investment Advisors
• Portfolio Manager

  • 1985 - 2005

Shawmut Investment Advisors
• Portfolio Manager

  • 1985 - 2005