Bradley, Foster & Sargent, Inc.
Description
Address: 185 Asylum St # 11, Hartford, CT 06103 Hours: Closes soon: 5PM ⋅ Opens 8:30AM Thu Wednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (860) 527-8050: : Website: Place name: : Category: : : : Website: http://www.bfsinvest.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Wednesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 4 PM: Usually not too busy6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayNot enough data yet for MondaysClosed Saturdays—pick another dayHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Bradley Foster & Sargent Inc Posting publicly on the Web Write a review Reviews Be the first to review
Bradley, Foster & Sargent, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bradley, Foster & Sargent, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bradley, Foster & Sargent, Inc. Employees
Employee
Years
Job
Industry
Jason B. Orloff Jason B. Orloff's Bradley, Foster & Sargent, Inc. Experience January 2011 - June 2011
Job Associate Client Development at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ April 2014 - Present
Greenwich Associates August 2011 - April 2014
Bradley, Foster & Sargent, Inc. January 2011 - June 2011
Skills
Financial Analysis, Market Research, Strategic Planning, New Business Development, PowerPoint, Corporate Finance, Bloomberg, Microsoft Excel, Manage Client..., Strategy, Project Management, Leadership, Sales Presentations, Global Account..., Commercial Banking, Employee Training, Product Development, Capital IQ
Education
Trinity College-Hartford 2007 — 2011
BS, Economics, Political Theory
Trinity College- Rome Campus 2009 — 2010
Phillips Exeter Academy 2003 — 2007
S&P Capital IQ April 2014 - Present
Greenwich Associates August 2011 - April 2014
Bradley, Foster & Sargent, Inc. January 2011 - June 2011
Skills
Financial Analysis, Market Research, Strategic Planning, New Business Development, PowerPoint, Corporate Finance, Bloomberg, Microsoft Excel, Manage Client..., Strategy, Project Management, Leadership, Sales Presentations, Global Account..., Commercial Banking, Employee Training, Product Development, Capital IQ
Education
Trinity College-Hartford 2007 — 2011
BS, Economics, Political Theory
Trinity College- Rome Campus 2009 — 2010
Phillips Exeter Academy 2003 — 2007
Mason Gao Mason Gao's Bradley, Foster & Sargent, Inc. Experience September 2014 - December 2014
Job Student at University of Connecticut
Industry Financial Services
Experience
Bradley, Foster & Sargent, Inc. September 2014 - December 2014
Pratt and Whitney July 2014 - September 2014
Sikorsky Aircraft June 2013 - August 2013
Sikorsky Aircraft June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Photoshop, Public Speaking, Leadership, Matlab, Critical Thinking, Databases, Analysis
Education
University of Connecticut
Bachelor of Science (B.S.), Chemical Engineering
Bradley, Foster & Sargent, Inc. September 2014 - December 2014
Pratt and Whitney July 2014 - September 2014
Sikorsky Aircraft June 2013 - August 2013
Sikorsky Aircraft June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Photoshop, Public Speaking, Leadership, Matlab, Critical Thinking, Databases, Analysis
Education
University of Connecticut
Bachelor of Science (B.S.), Chemical Engineering
Joe Ciarleglio's Bradley, Foster & Sargent, Inc. Experience October 2013 - Present
Job Analyst at Bradley, Foster & Sargent, Inc.
Industry Investment Management
Experience
Bradley, Foster & Sargent, Inc. October 2013 - Present
Thomaston Savings Bank May 2011 - January 2013
Moody's Investors Service 2013 - 2013
Skills
Corporate Finance, Investments, Credit Risk, Loans, Cash Flow, Financial Modeling, Bloomberg, Valuation, Financial Analysis, Portfolio Management, Risk Management, Microsoft Excel, Fixed Income, Research
Education
The University of Connecticut School of Business 2012 — 2015
Master of Business Administration (MBA), Finance
The University of Connecticut School of Business 2008 — 2011
Bachelor of Science, Finance, Minor in Economics
Bradley, Foster & Sargent, Inc. October 2013 - Present
Thomaston Savings Bank May 2011 - January 2013
Moody's Investors Service 2013 - 2013
Skills
Corporate Finance, Investments, Credit Risk, Loans, Cash Flow, Financial Modeling, Bloomberg, Valuation, Financial Analysis, Portfolio Management, Risk Management, Microsoft Excel, Fixed Income, Research
Education
The University of Connecticut School of Business 2012 — 2015
Master of Business Administration (MBA), Finance
The University of Connecticut School of Business 2008 — 2011
Bachelor of Science, Finance, Minor in Economics
Brian Nixon's Bradley, Foster & Sargent, Inc. Experience September 2014 - December 2014
Job Intern at Bradley, Foster & Sargent, Inc.
Industry Financial Services
Experience
Bradley, Foster & Sargent, Inc. September 2014 - December 2014
Northwestern Mutual June 2014 - September 2014
The Golf Club of Cape Cod May 2013 - September 2013
Skills
Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Investment Management, Investment Research
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (BA), Economics
Medfield High School 2007 — 2011
Bradley, Foster & Sargent, Inc. September 2014 - December 2014
Northwestern Mutual June 2014 - September 2014
The Golf Club of Cape Cod May 2013 - September 2013
Skills
Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Investment Management, Investment Research
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (BA), Economics
Medfield High School 2007 — 2011
William Sargent William Sargent's Bradley, Foster & Sargent, Inc. Experience December 2011 - December 2011
Job Junior Developer at Clarus Commerce
Industry
Experience
DBRS December 2013 - December 2013
Overland Travel, Inc June 2013 - August 2013
Overland Travel, Inc June 2012 - August 2012
Bradley, Foster & Sargent, Inc. December 2011 - December 2011
Skills
JavaScript, Ruby on Rails, Ruby, JSON, AngularJS, jQuery, Backbone.js, HTML5, CSS, PowerPoint, Microsoft Excel, Eviews, Microsoft Word, Stata, Data Analysis, Python
Education
General Assembly 2014 — 2014
Web Development Immersive
Union College 2010 — 2014
Bachelor of Arts (BA), Economics
Westminster School 2007 — 2010
DBRS December 2013 - December 2013
Overland Travel, Inc June 2013 - August 2013
Overland Travel, Inc June 2012 - August 2012
Bradley, Foster & Sargent, Inc. December 2011 - December 2011
Skills
JavaScript, Ruby on Rails, Ruby, JSON, AngularJS, jQuery, Backbone.js, HTML5, CSS, PowerPoint, Microsoft Excel, Eviews, Microsoft Word, Stata, Data Analysis, Python
Education
General Assembly 2014 — 2014
Web Development Immersive
Union College 2010 — 2014
Bachelor of Arts (BA), Economics
Westminster School 2007 — 2010
Edward EJ Culhane Edward EJ Culhane's Bradley, Foster & Sargent, Inc. Experience September 2015 - Present
Job Fall Analyst at Bradley, Foster & Sargent, Inc.
Industry Financial Services
Experience
Bradley, Foster & Sargent, Inc. September 2015 - Present
The Boston Consulting Group June 2015 - August 2015
Edward Jones June 2013 - September 2014
Wicked Wienahs May 2014 - August 2014
Trinity College February 2014 - May 2014
Koeppel Community Sports Center November 2013 - May 2014
Barnes & Noble August 2013 - May 2014
Skills
Teamwork, Public Speaking, Leadership, Microsoft Office, Work Ethic, Entrepreneurship, Social Media, Communication, Time Management, Project Planning, Prezi, Analysis, Problem Solving
Education
Trinity College-Hartford 2013 — 2017
Bachelor of Science (B.S.), Economics, 3.821 GPA
The Loomis Chaffee School 2011 — 2013
High School
Xaverian Brothers High School 2008 — 2011
High School
Bradley, Foster & Sargent, Inc. September 2015 - Present
The Boston Consulting Group June 2015 - August 2015
Edward Jones June 2013 - September 2014
Wicked Wienahs May 2014 - August 2014
Trinity College February 2014 - May 2014
Koeppel Community Sports Center November 2013 - May 2014
Barnes & Noble August 2013 - May 2014
Skills
Teamwork, Public Speaking, Leadership, Microsoft Office, Work Ethic, Entrepreneurship, Social Media, Communication, Time Management, Project Planning, Prezi, Analysis, Problem Solving
Education
Trinity College-Hartford 2013 — 2017
Bachelor of Science (B.S.), Economics, 3.821 GPA
The Loomis Chaffee School 2011 — 2013
High School
Xaverian Brothers High School 2008 — 2011
High School
William R Peelle Jr William R Peelle Jr's Bradley, Foster & Sargent, Inc. Experience 2010 - Present
Job Principal at Bradley, Foster & Sargent, Inc.
Industry Investment Management
Experience
Bradley, Foster & Sargent, Inc. 2010 - Present
Smith Barney 1984 - 2010
Skills
Alternative Investments, Hedge Funds, Equities, Portfolio Management, Financial Analysis, Investments, Asset Management, Fixed Income, Financial Modeling, Investment Management, Securities
Education
Trinity College-Hartford 1982 — 1985
Economics, BA, MA Public Policy
Trinity College-Hartford 1966 — 1970
Economics, BA, Economics
Bradley, Foster & Sargent, Inc. 2010 - Present
Smith Barney 1984 - 2010
Skills
Alternative Investments, Hedge Funds, Equities, Portfolio Management, Financial Analysis, Investments, Asset Management, Fixed Income, Financial Modeling, Investment Management, Securities
Education
Trinity College-Hartford 1982 — 1985
Economics, BA, MA Public Policy
Trinity College-Hartford 1966 — 1970
Economics, BA, Economics
MaryAlice Dennehy MaryAlice Dennehy's Bradley, Foster & Sargent, Inc. Experience July 2013 - Present
Job Trading at Bradley, Foster & Sargent, Inc.
Industry Financial Services
Experience
Bradley, Foster & Sargent, Inc. July 2013 - Present
Janney Montgomery Scott October 2006 - July 2013
Phoenix Companies February 1997 - October 2006
Conning & Company October 1993 - February 1997
CIGNA August 1990 - October 1993
Conning & Company June 1985 - August 1990
Merrill Lynch January 1977 - June 1985
Skills
Securities, Investments, ETFs, FINRA, Asset Managment, Equity Trading, Investment Management
Education
Trinity College-Hartford 2005 — 2009
MA, History
Vermont College of Norwich University 1983 — 1986
BA, American History
Bradley, Foster & Sargent, Inc. July 2013 - Present
Janney Montgomery Scott October 2006 - July 2013
Phoenix Companies February 1997 - October 2006
Conning & Company October 1993 - February 1997
CIGNA August 1990 - October 1993
Conning & Company June 1985 - August 1990
Merrill Lynch January 1977 - June 1985
Skills
Securities, Investments, ETFs, FINRA, Asset Managment, Equity Trading, Investment Management
Education
Trinity College-Hartford 2005 — 2009
MA, History
Vermont College of Norwich University 1983 — 1986
BA, American History
Samuel D. Russell Samuel D. Russell's Bradley, Foster & Sargent, Inc. Experience January 2014 - May 2014
Job Advisory Associate at KPMG
Industry Financial Services
Experience
KPMG August 2014 - Present
WomensTrust June 2014 - August 2014
Bradley, Foster & Sargent, Inc. January 2014 - May 2014
KPMG US June 2013 - August 2013
Waddell & Reed September 2012 - December 2012
Summit Volunteer First Aid Squad June 2007 - August 2010
Skills
Economics, Teamwork, Research, Statistics, PowerPoint, Microsoft Office, Microsoft Excel, Higher Education, Microsoft Word, Eviews, Java, JavaScript, Python, HTML, Facebook, Twitter, STATA, Public Speaking, Social Media, Leadership, Sarbanes-Oxley Act, Econometrics
Education
Trinity College 2010 — 2014
Bachelor of Science, Major Economics, Minor Cognitive Science
INSTEP Cambridge 2013 — 2013
Semester Abroad, Economics and Political Science
London School of Economics and Political Science 2012 — 2012
Summer School Student, Accounting
Summit Senior High School 2006 — 2010
High School Diploma, General Studies
KPMG August 2014 - Present
WomensTrust June 2014 - August 2014
Bradley, Foster & Sargent, Inc. January 2014 - May 2014
KPMG US June 2013 - August 2013
Waddell & Reed September 2012 - December 2012
Summit Volunteer First Aid Squad June 2007 - August 2010
Skills
Economics, Teamwork, Research, Statistics, PowerPoint, Microsoft Office, Microsoft Excel, Higher Education, Microsoft Word, Eviews, Java, JavaScript, Python, HTML, Facebook, Twitter, STATA, Public Speaking, Social Media, Leadership, Sarbanes-Oxley Act, Econometrics
Education
Trinity College 2010 — 2014
Bachelor of Science, Major Economics, Minor Cognitive Science
INSTEP Cambridge 2013 — 2013
Semester Abroad, Economics and Political Science
London School of Economics and Political Science 2012 — 2012
Summer School Student, Accounting
Summit Senior High School 2006 — 2010
High School Diploma, General Studies
Connor Maniatty Connor Maniatty's Bradley, Foster & Sargent, Inc. Experience May 2013 - August 2013
Job Associate Financial Planner
Industry
Experience
Symmetry Partners June 2014 - Present
Bradley, Foster & Sargent, Inc. May 2013 - August 2013
Skills
Bloomberg, Equity Research, Bloomberg Terminal
Education
Fairfield University 2010 — 2014
Bachelor of Science (BS), Finance, General
Symmetry Partners June 2014 - Present
Bradley, Foster & Sargent, Inc. May 2013 - August 2013
Skills
Bloomberg, Equity Research, Bloomberg Terminal
Education
Fairfield University 2010 — 2014
Bachelor of Science (BS), Finance, General
Daniel B. Altman Daniel B. Altman's Bradley, Foster & Sargent, Inc. Experience September 2012 - January 2013
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2014 - Present
Bloomberg LP October 2013 - March 2014
Bradley, Foster & Sargent, Inc. September 2012 - January 2013
Sackman Enterprises LLC June 2012 - September 2012
RBC Wealth Management January 2012 - June 2012
Dwight-Englewood School June 2011 - August 2011
Bloomberg LP June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Facebook, Event Planning, Bloomberg Terminal, Sales, Social Networking, Strategic Planning
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), Economics, Legal Studies
Princeton Day School 2003 — 2009
High School Degree
Morgan Stanley Wealth Management May 2014 - Present
Bloomberg LP October 2013 - March 2014
Bradley, Foster & Sargent, Inc. September 2012 - January 2013
Sackman Enterprises LLC June 2012 - September 2012
RBC Wealth Management January 2012 - June 2012
Dwight-Englewood School June 2011 - August 2011
Bloomberg LP June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Facebook, Event Planning, Bloomberg Terminal, Sales, Social Networking, Strategic Planning
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), Economics, Legal Studies
Princeton Day School 2003 — 2009
High School Degree
James G. Bohannon's Bradley, Foster & Sargent, Inc. Experience January 2010 - May 2010
Job StartUps / Finance / FinTech
Industry Financial Services
Experience
Rizm Inc. November 2012 - Present
Del Toro Shoes May 2007 - June 2013
Merlin Securities June 2010 - March 2011
Bradley, Foster & Sargent, Inc. January 2010 - May 2010
UBS September 2009 - December 2009
Merlin Securities June 2009 - August 2009
Cushman & Wakefield May 2006 - August 2006
Skills
Financial Modeling, Hedge Funds, Equities, Valuation, Investments, Financial Analysis, Private Equity, Capital Markets, Bloomberg, Microsoft Excel, Series 7, Social Media, Equity Research, Research, Asset Managment, Venture Capital, Portfolio Management, Due Diligence, Entrepreneurship, Strategy, Executive Management, Competitive Analysis, Trading, Start-ups, Investment Banking, Corporate Development, Asset Management, Emerging Markets, Alternative Investments, Corporate Finance, Series 63
Education
Trinity College-Hartford 2006 — 2010
BA, Economics
Kent School 2002 — 2010
Buckley School
Palm Beach Day School
Rizm Inc. November 2012 - Present
Del Toro Shoes May 2007 - June 2013
Merlin Securities June 2010 - March 2011
Bradley, Foster & Sargent, Inc. January 2010 - May 2010
UBS September 2009 - December 2009
Merlin Securities June 2009 - August 2009
Cushman & Wakefield May 2006 - August 2006
Skills
Financial Modeling, Hedge Funds, Equities, Valuation, Investments, Financial Analysis, Private Equity, Capital Markets, Bloomberg, Microsoft Excel, Series 7, Social Media, Equity Research, Research, Asset Managment, Venture Capital, Portfolio Management, Due Diligence, Entrepreneurship, Strategy, Executive Management, Competitive Analysis, Trading, Start-ups, Investment Banking, Corporate Development, Asset Management, Emerging Markets, Alternative Investments, Corporate Finance, Series 63
Education
Trinity College-Hartford 2006 — 2010
BA, Economics
Kent School 2002 — 2010
Buckley School
Palm Beach Day School
Nicholas Carroll's Bradley, Foster & Sargent, Inc. Experience August 2011 - January 2012
Job Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan March 2015 - Present
GE Capital January 2014 - February 2015
FactSet Research Systems July 2012 - December 2013
Bradley, Foster & Sargent, Inc. August 2011 - January 2012
Philo Smith & Company December 2010 - July 2011
Skills
Investments, CRM, Factset, Management, Finance, Analysis, Fixed Income, Asset Management, Leadership, Economics, Corporate Finance
Education
The University of Connecticut 2008 — 2012
Bachelor of Arts, Economics and Communications, Minor in Business
J.P. Morgan March 2015 - Present
GE Capital January 2014 - February 2015
FactSet Research Systems July 2012 - December 2013
Bradley, Foster & Sargent, Inc. August 2011 - January 2012
Philo Smith & Company December 2010 - July 2011
Skills
Investments, CRM, Factset, Management, Finance, Analysis, Fixed Income, Asset Management, Leadership, Economics, Corporate Finance
Education
The University of Connecticut 2008 — 2012
Bachelor of Arts, Economics and Communications, Minor in Business
Paige Duke's Bradley, Foster & Sargent, Inc. Experience January 2014 - Present
Job Wealth Strategist Associate at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Corporation June 2014 - Present
Bradley, Foster & Sargent, Inc. January 2014 - Present
Lazard Capital Markets June 2013 - August 2013
Solaris Group May 2013 - May 2013
Capital Strategies LLC September 2012 - January 2013
Trinity College - Hartford June 2012 - July 2012
A Bar A Ranch June 2011 - August 2011
Skills
Editing, Microsoft Excel, PowerPoint, Research, Microsoft Word, Financial Accounting, Bloomberg Terminal, WealthEngine, Investments, Sales Process, Wealth Management, Public Speaking, Event Planning, Microsoft Office
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Hispanic Studies
Middlesex School 2007 — 2010
Northern Trust Corporation June 2014 - Present
Bradley, Foster & Sargent, Inc. January 2014 - Present
Lazard Capital Markets June 2013 - August 2013
Solaris Group May 2013 - May 2013
Capital Strategies LLC September 2012 - January 2013
Trinity College - Hartford June 2012 - July 2012
A Bar A Ranch June 2011 - August 2011
Skills
Editing, Microsoft Excel, PowerPoint, Research, Microsoft Word, Financial Accounting, Bloomberg Terminal, WealthEngine, Investments, Sales Process, Wealth Management, Public Speaking, Event Planning, Microsoft Office
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Hispanic Studies
Middlesex School 2007 — 2010
Matt Terzian, CFA, CFP®'s Bradley, Foster & Sargent, Inc. Experience April 2013 - Present
Job Vice President at Bradley, Foster & Sargent, Inc.
Industry Investment Management
Experience
Bradley, Foster & Sargent, Inc. April 2013 - Present
BNY Mellon October 2010 - April 2013
Litchfield Private Equity Group 2007 - 2010
The Abbey Company 2007 - 2008
Coldwell Banker Commercial Real Estate 2004 - 2007
Skills
Asset Managment, Investments, Portfolio Management, Due Diligence, Financial Analysis, Real Estate, Valuation, Financial Modeling, Brokerage, Capital Markets, Mergers, Hedge Funds, Finance, Private Equity, Alternative Investments
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA, Finance
University of California, Santa Barbara 1988 — 1992
BA, Cultural Anthropology & Political Science
Chaminade College Prep
Bradley, Foster & Sargent, Inc. April 2013 - Present
BNY Mellon October 2010 - April 2013
Litchfield Private Equity Group 2007 - 2010
The Abbey Company 2007 - 2008
Coldwell Banker Commercial Real Estate 2004 - 2007
Skills
Asset Managment, Investments, Portfolio Management, Due Diligence, Financial Analysis, Real Estate, Valuation, Financial Modeling, Brokerage, Capital Markets, Mergers, Hedge Funds, Finance, Private Equity, Alternative Investments
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA, Finance
University of California, Santa Barbara 1988 — 1992
BA, Cultural Anthropology & Political Science
Chaminade College Prep
Enxhi Xhoxhi Enxhi Xhoxhi's Bradley, Foster & Sargent, Inc. Experience July 2012 - August 2012
Job Investment Banking Analyst at UBS
Industry Investment Banking
Experience
UBS Investment Bank July 2014 - Present
UBS Investment Bank June 2013 - August 2013
Bradley, Foster & Sargent, Inc. July 2012 - August 2012
Learning Enterprises Inc. June 2012 - July 2012
George Washington University August 2011 - May 2012
Nationwide Insurance May 2011 - August 2011
Skills
Analysis, Entrepreneurship, Investments, Leadership, Portfolio Management, Spanish, Financial Analysis, Finance
Education
The George Washington University - School of Business 2010 — 2013
Bachelor of Business Administration, Finance, General
UBS Investment Bank July 2014 - Present
UBS Investment Bank June 2013 - August 2013
Bradley, Foster & Sargent, Inc. July 2012 - August 2012
Learning Enterprises Inc. June 2012 - July 2012
George Washington University August 2011 - May 2012
Nationwide Insurance May 2011 - August 2011
Skills
Analysis, Entrepreneurship, Investments, Leadership, Portfolio Management, Spanish, Financial Analysis, Finance
Education
The George Washington University - School of Business 2010 — 2013
Bachelor of Business Administration, Finance, General
Josh Peteet Josh Peteet's Bradley, Foster & Sargent, Inc. Experience September 2015 - Present
Job Portfolio Manager at Bradley, Foster & Sargent, Inc.
Industry Financial Services
Experience
Bradley, Foster & Sargent, Inc. September 2015 - Present
State Street May 2013 - September 2015
Yale School of Management 2011 - May 2013
Batterymarch Financial Management June 2012 - August 2012
Greylock McKinnon Associates 2005 - 2011
Skills
Financial Analysis, Financial Modeling
Education
Yale School of Management 2011 — 2013
Master of Business Administration (M.B.A.)
Dartmouth College
B.E. and M.S.
Bowdoin College
A.B.
Bradley, Foster & Sargent, Inc. September 2015 - Present
State Street May 2013 - September 2015
Yale School of Management 2011 - May 2013
Batterymarch Financial Management June 2012 - August 2012
Greylock McKinnon Associates 2005 - 2011
Skills
Financial Analysis, Financial Modeling
Education
Yale School of Management 2011 — 2013
Master of Business Administration (M.B.A.)
Dartmouth College
B.E. and M.S.
Bowdoin College
A.B.
Kaycee Fu Kaycee Fu's Bradley, Foster & Sargent, Inc. Experience July 2011 - June 2013
Job Staff Accountant at Wilton Re
Industry Financial Services
Experience
Wilton Re June 2013 - Present
Bradley, Foster & Sargent, Inc. July 2011 - June 2013
GENERAL ELECTRIC EDGELAB May 2010 - December 2010
JIUJIULING ACCOUNTING November 2009 - December 2009
EXIDE TECHNOLOGY May 2009 - July 2009
Skills
Bloomberg Terminal, Financial Modeling, Auditing, Finance, Accounting, Actuarial Science, Analysis, Bloomberg, Piano, VBA, Forecasting, Account Reconciliation
Education
University of Connecticut 2009 — 2011
M.S., Math/Actuarial Science
University of New Haven 2006 — 2009
B.S., Accounting
Wilton Re June 2013 - Present
Bradley, Foster & Sargent, Inc. July 2011 - June 2013
GENERAL ELECTRIC EDGELAB May 2010 - December 2010
JIUJIULING ACCOUNTING November 2009 - December 2009
EXIDE TECHNOLOGY May 2009 - July 2009
Skills
Bloomberg Terminal, Financial Modeling, Auditing, Finance, Accounting, Actuarial Science, Analysis, Bloomberg, Piano, VBA, Forecasting, Account Reconciliation
Education
University of Connecticut 2009 — 2011
M.S., Math/Actuarial Science
University of New Haven 2006 — 2009
B.S., Accounting
Carlos Fiuza de Mello's Bradley, Foster & Sargent, Inc. Experience June 2012 - May 2013
Job Relationship Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2013 - Present
Bradley, Foster & Sargent, Inc. June 2012 - May 2013
Landmark Partners January 2012 - May 2012
Johnson Gage September 2011 - December 2011
Northwestern Mutual June 2011 - August 2011
Education
Trinity College-Hartford 2009 — 2013
BS, Political Science, Faculty Honors
Carlucci American International School of Lisbon 1994 — 2009
International Baccalaureate
Brown Brothers Harriman June 2013 - Present
Bradley, Foster & Sargent, Inc. June 2012 - May 2013
Landmark Partners January 2012 - May 2012
Johnson Gage September 2011 - December 2011
Northwestern Mutual June 2011 - August 2011
Education
Trinity College-Hartford 2009 — 2013
BS, Political Science, Faculty Honors
Carlucci American International School of Lisbon 1994 — 2009
International Baccalaureate
Ryan G. Pape Ryan G. Pape's Bradley, Foster & Sargent, Inc. Experience September 2005 - January 2006
Job Director at Red Ventures | MBA, NYU Stern 2012
Industry Marketing and Advertising
Experience
Red Ventures August 2015 - Present
KeyBanc Capital Markets October 2014 - August 2015
RBS Markets & International Banking May 2013 - October 2014
GSV Financial Group June 2012 - May 2013
RBS Global Banking & Markets July 2009 - September 2011
RBS Greenwich Capital May 2006 - July 2009
UConn School of Business September 2005 - May 2006
Bradley, Foster & Sargent, Inc. September 2005 - January 2006
GE June 2005 - August 2005
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Financial Analysis, Equity Research, Due Diligence, Finance, Corporate Finance, Capital IQ, Deal Execution, Bonds, LBO, Credit Analysis, Loans, Direct Client..., Presentation Development, Relationship Management, Leveraged Lending, Debt & Equity Financing, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
The University of Connecticut School of Business
BS, Finance
Red Ventures August 2015 - Present
KeyBanc Capital Markets October 2014 - August 2015
RBS Markets & International Banking May 2013 - October 2014
GSV Financial Group June 2012 - May 2013
RBS Global Banking & Markets July 2009 - September 2011
RBS Greenwich Capital May 2006 - July 2009
UConn School of Business September 2005 - May 2006
Bradley, Foster & Sargent, Inc. September 2005 - January 2006
GE June 2005 - August 2005
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Financial Analysis, Equity Research, Due Diligence, Finance, Corporate Finance, Capital IQ, Deal Execution, Bonds, LBO, Credit Analysis, Loans, Direct Client..., Presentation Development, Relationship Management, Leveraged Lending, Debt & Equity Financing, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
The University of Connecticut School of Business
BS, Finance
Sam Livingston's Bradley, Foster & Sargent, Inc. Experience January 2013 - May 2013
Job Fixed Income Investment Reporting at Wellington Management
Industry Investment Management
Experience
Wellington Management August 2015 - Present
Wellington Management February 2015 - July 2015
Wellington Management December 2014 - January 2015
AGC Partners May 2013 - August 2013
Bradley, Foster & Sargent, Inc. January 2013 - May 2013
Office of Massachusetts Governor Deval Patrick June 2012 - August 2012
Nahant Sailing Program June 2011 - August 2011
Skills
Microsoft Excel, Equities, Portfolio Management, PowerPoint, Research, Economics, Investments, Philosophy, Classics
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.) Cum Laude, Honors in Public Policy & Law, Philosophy, Minor in Classics
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Business Bridge Program
St. George's School 2007 — 2010
Graduated with Distinction, AP Scholar with Honor, Arete Award for Excellence (2008, 2009)
Wellington Management August 2015 - Present
Wellington Management February 2015 - July 2015
Wellington Management December 2014 - January 2015
AGC Partners May 2013 - August 2013
Bradley, Foster & Sargent, Inc. January 2013 - May 2013
Office of Massachusetts Governor Deval Patrick June 2012 - August 2012
Nahant Sailing Program June 2011 - August 2011
Skills
Microsoft Excel, Equities, Portfolio Management, PowerPoint, Research, Economics, Investments, Philosophy, Classics
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.) Cum Laude, Honors in Public Policy & Law, Philosophy, Minor in Classics
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Business Bridge Program
St. George's School 2007 — 2010
Graduated with Distinction, AP Scholar with Honor, Arete Award for Excellence (2008, 2009)
Xu Huang Xu Huang's Bradley, Foster & Sargent, Inc. Experience June 2012 - August 2012
Job Masters Candidate at Columbia University QMSS Data Science MA
Industry Financial Services
Experience
IgnitionOne September 2015 - Present
Columbia University in the City of New York July 2015 - Present
Columbia University in the City of New York May 2015 - July 2015
Merrill Lynch September 2012 - December 2012
Bradley, Foster & Sargent, Inc. June 2012 - August 2012
Industrial and Commercial Bank of China August 2011 - August 2011
Trinity College Computer Science Department February 2011 - August 2011
Skills
R, Research, Machine Learning, Python, Mobile Applications, Data Mining, Economics, Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Facebook, Matlab
Education
Columbia University in the City of New York 2014 — 2016
Master of Arts (MA), QMSS (with Data Science Concentration)
Trinity College-Hartford 2010 — 2014
Bachelor of Science in Economics, Formal Organization, Models and Data minors, 3.919/4.00 Summa Cum Laude
Sacramento Waldorf School 2008 — 2010
IgnitionOne September 2015 - Present
Columbia University in the City of New York July 2015 - Present
Columbia University in the City of New York May 2015 - July 2015
Merrill Lynch September 2012 - December 2012
Bradley, Foster & Sargent, Inc. June 2012 - August 2012
Industrial and Commercial Bank of China August 2011 - August 2011
Trinity College Computer Science Department February 2011 - August 2011
Skills
R, Research, Machine Learning, Python, Mobile Applications, Data Mining, Economics, Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Facebook, Matlab
Education
Columbia University in the City of New York 2014 — 2016
Master of Arts (MA), QMSS (with Data Science Concentration)
Trinity College-Hartford 2010 — 2014
Bachelor of Science in Economics, Formal Organization, Models and Data minors, 3.919/4.00 Summa Cum Laude
Sacramento Waldorf School 2008 — 2010
Trang Luong's Bradley, Foster & Sargent, Inc. Experience May 2010 - July 2010
Job Equity Research Associate at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein June 2013 - Present
AllianceBernstein June 2011 - June 2013
Bradley, Foster & Sargent, Inc. May 2010 - July 2010
Trinity College - Hartford June 2009 - August 2009
Skills
Research, Economics, Financial Modeling, Financial Analysis, Data Analysis, Fixed Income, Equity Research, Bloomberg Terminal, Valuation, Microsoft Excel, PowerPoint, Asset Management, Bloomberg
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Science (B.Sc.), Economics, with Honors
Sanford C. Bernstein June 2013 - Present
AllianceBernstein June 2011 - June 2013
Bradley, Foster & Sargent, Inc. May 2010 - July 2010
Trinity College - Hartford June 2009 - August 2009
Skills
Research, Economics, Financial Modeling, Financial Analysis, Data Analysis, Fixed Income, Equity Research, Bloomberg Terminal, Valuation, Microsoft Excel, PowerPoint, Asset Management, Bloomberg
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Science (B.Sc.), Economics, with Honors
James Graeber, CFA James Graeber, CFA's Bradley, Foster & Sargent, Inc. Experience June 2009 - August 2009
Job
Industry Investment Management
Experience
Neuberger Berman August 2014 - Present
MFS Investment Management July 2010 - July 2014
UBS September 2009 - December 2009
Bradley, Foster & Sargent, Inc. June 2009 - August 2009
Skills
Equity Research, Valuation, Equities, Financial Modeling, Bloomberg
Education
Trinity College-Hartford 2006 — 2010
B.A., Economics
St. Paul's School for Boys 2000 — 2006
Neuberger Berman August 2014 - Present
MFS Investment Management July 2010 - July 2014
UBS September 2009 - December 2009
Bradley, Foster & Sargent, Inc. June 2009 - August 2009
Skills
Equity Research, Valuation, Equities, Financial Modeling, Bloomberg
Education
Trinity College-Hartford 2006 — 2010
B.A., Economics
St. Paul's School for Boys 2000 — 2006
Anh Thuy Nguyen Anh Thuy Nguyen's Bradley, Foster & Sargent, Inc. Experience September 2015 - Present
Job Student at Trinity CollegeHartford
Industry Banking
Experience
Bradley, Foster & Sargent, Inc. September 2015 - Present
Saigon Securities Inc. June 2015 - August 2015
Amy Biehl Foundation Trust January 2015 - May 2015
Trinity College Graduate Studies June 2014 - August 2014
Trinity College - Hartford June 2014 - August 2014
Trinity College Mathematics Department January 2014 - May 2014
Trinity College - Hartford January 2013 - May 2014
Trinity College Sports Communications Department January 2013 - May 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Statistics, Economics, Research, Editing, Public Speaking, Leadership, Time Management, Event Planning, Teaching, Writing
Education
Trinity College-Hartford 2012 — 2016
Bachelor of Science (BS), B.A. in Economics and B.S. in Mathematics
University of Cape Town 2015 — 2015
Economics
DIS - Danish Institute for Study Abroad 2014 — 2014
Global Economics
Bradley, Foster & Sargent, Inc. September 2015 - Present
Saigon Securities Inc. June 2015 - August 2015
Amy Biehl Foundation Trust January 2015 - May 2015
Trinity College Graduate Studies June 2014 - August 2014
Trinity College - Hartford June 2014 - August 2014
Trinity College Mathematics Department January 2014 - May 2014
Trinity College - Hartford January 2013 - May 2014
Trinity College Sports Communications Department January 2013 - May 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Statistics, Economics, Research, Editing, Public Speaking, Leadership, Time Management, Event Planning, Teaching, Writing
Education
Trinity College-Hartford 2012 — 2016
Bachelor of Science (BS), B.A. in Economics and B.S. in Mathematics
University of Cape Town 2015 — 2015
Economics
DIS - Danish Institute for Study Abroad 2014 — 2014
Global Economics
Kaiyan Ding Kaiyan Ding's Bradley, Foster & Sargent, Inc. Experience September 2014 - December 2014
Job Intern at Sullivan & LeShane, Inc.
Industry Financial Services
Experience
Sullivan & LeShane, Inc. January 2015 - May 2015
Trinfo. Cafe September 2012 - May 2015
Bradley, Foster & Sargent, Inc. September 2014 - December 2014
China Capital Group June 2014 - August 2014
Trinity College - Hartford January 2013 - May 2014
Tencent May 2013 - August 2013
IBM June 2012 - August 2012
Skills
Financial Modeling, Spreadsheets, Bloomberg Terminal, Junxure, Marketing Strategy, Axys, Financial Accounting, PowerPoint, Data Analysis, Microsoft Excel, Matlab, Microsoft Office, Microsoft Word, LaTeX, Mathematica, Photoshop, Leadership, Finance
Education
Washington University in St. Louis 2015 — 2016
Master's Degree, Accounting
Trinity College-Hartford 2011 — 2015
Bachelor's Degree, Mathematics
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Tuck Business Bridge Program
Sullivan & LeShane, Inc. January 2015 - May 2015
Trinfo. Cafe September 2012 - May 2015
Bradley, Foster & Sargent, Inc. September 2014 - December 2014
China Capital Group June 2014 - August 2014
Trinity College - Hartford January 2013 - May 2014
Tencent May 2013 - August 2013
IBM June 2012 - August 2012
Skills
Financial Modeling, Spreadsheets, Bloomberg Terminal, Junxure, Marketing Strategy, Axys, Financial Accounting, PowerPoint, Data Analysis, Microsoft Excel, Matlab, Microsoft Office, Microsoft Word, LaTeX, Mathematica, Photoshop, Leadership, Finance
Education
Washington University in St. Louis 2015 — 2016
Master's Degree, Accounting
Trinity College-Hartford 2011 — 2015
Bachelor's Degree, Mathematics
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Tuck Business Bridge Program
Amir Sharif-Emami Amir Sharif-Emami's Bradley, Foster & Sargent, Inc. Experience January 2012 - May 2012
Job Owner Lifestyle at UPTOP
Industry Real Estate
Experience
UPTOP 2015 - Present
V2V Associates December 2014 - March 2015
MacKenzie Partners October 2013 - November 2014
NYC Lacrosse Camps January 2010 - October 2013
Bradley, Foster & Sargent, Inc. January 2012 - May 2012
Rho Ventures May 2011 - August 2011
Ameriprise Financial September 2010 - December 2010
HSBC Private Bank June 2009 - August 2009
The Claremont Group June 2008 - August 2008
The Claremont Group June 2007 - August 2007
Skills
Entrepreneurship, Investments, Venture Capital, Financial Analysis, Due Diligence, Microsoft Office, Microsoft Excel, Management, Portfolio Management, Finance, Analysis, Strategic Financial..., Equities, Economics, Marketing, Emerging Markets, Accounting, Financial Planning
Education
Trinity College-Hartford 2008 — 2012
BS, Economics
The Lawrenceville School 2004 — 2008
St. David's School 1995 — 2004
UPTOP 2015 - Present
V2V Associates December 2014 - March 2015
MacKenzie Partners October 2013 - November 2014
NYC Lacrosse Camps January 2010 - October 2013
Bradley, Foster & Sargent, Inc. January 2012 - May 2012
Rho Ventures May 2011 - August 2011
Ameriprise Financial September 2010 - December 2010
HSBC Private Bank June 2009 - August 2009
The Claremont Group June 2008 - August 2008
The Claremont Group June 2007 - August 2007
Skills
Entrepreneurship, Investments, Venture Capital, Financial Analysis, Due Diligence, Microsoft Office, Microsoft Excel, Management, Portfolio Management, Finance, Analysis, Strategic Financial..., Equities, Economics, Marketing, Emerging Markets, Accounting, Financial Planning
Education
Trinity College-Hartford 2008 — 2012
BS, Economics
The Lawrenceville School 2004 — 2008
St. David's School 1995 — 2004
Garry Ng's Bradley, Foster & Sargent, Inc. Experience September 2014 - December 2014
Job Analyst at McLagan
Industry Management Consulting
Experience
Bradley, Foster & Sargent, Inc. September 2014 - December 2014
Van Eck Global Market Vectors ETFs June 2014 - August 2014
Merrill Lynch February 2014 - April 2014
UBS September 2013 - December 2013
Waddell & Reed September 2012 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Photoshop, Garageband, Economics, Wealth Management, Statistics, Data Analysis, Social Media, Computers, Customer Service
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (BA), Economics, Chinese Language
Bradley, Foster & Sargent, Inc. September 2014 - December 2014
Van Eck Global Market Vectors ETFs June 2014 - August 2014
Merrill Lynch February 2014 - April 2014
UBS September 2013 - December 2013
Waddell & Reed September 2012 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Photoshop, Garageband, Economics, Wealth Management, Statistics, Data Analysis, Social Media, Computers, Customer Service
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (BA), Economics, Chinese Language
Nick DelVecchio Nick DelVecchio's Bradley, Foster & Sargent, Inc. Experience May 2011 - August 2011
Job Financial Advisor
Industry Financial Services
Experience
Vanguard March 2015 - Present
Vanguard August 2013 - March 2015
Vanguard March 2013 - July 2013
Vanguard August 2012 - July 2013
Carolina Investment Association November 2010 - April 2012
Bradley, Foster & Sargent, Inc. May 2011 - August 2011
Skills
Consultative Sales..., Mutual Funds, Investment Management, Investment Strategies, Asset Allocation, Bloomberg Terminal, DCF Valuation, Technical Analysis, Investment Advisory..., Financial Planning
Education
University of South Carolina-Columbia 2008 — 2012
Bachelor of Science Business Administration, Finance, Management, Economics
Vanguard March 2015 - Present
Vanguard August 2013 - March 2015
Vanguard March 2013 - July 2013
Vanguard August 2012 - July 2013
Carolina Investment Association November 2010 - April 2012
Bradley, Foster & Sargent, Inc. May 2011 - August 2011
Skills
Consultative Sales..., Mutual Funds, Investment Management, Investment Strategies, Asset Allocation, Bloomberg Terminal, DCF Valuation, Technical Analysis, Investment Advisory..., Financial Planning
Education
University of South Carolina-Columbia 2008 — 2012
Bachelor of Science Business Administration, Finance, Management, Economics
Toni Oloko Toni Oloko's Bradley, Foster & Sargent, Inc. Experience June 2013 - June 2013
Job Founder & CEO at PracticeGigs
Industry Information Technology and Services
Experience
PracticeGigs October 2013 - Present
TiE-Boston May 2015 - May 2015
TED Conferences November 2014 - November 2014
Tennis Lessons January 2013 - September 2014
Daintree Advisors LLC July 2013 - August 2013
Bradley, Foster & Sargent, Inc. June 2013 - June 2013
Micah Conference October 2012 - June 2013
Skills
Entrepreneurship, Public Speaking, Start-ups, Leadership, Brand Development, Strategic Planning, Social Entrepreneurship, Business Development, Strategy, Research, PowerPoint, Communication, Sponsorship, Social Media Marketing, Tennis, Customer Service, English, Building Relationships, Innovation, Management, Microsoft Office, Microsoft Excel, Start-up Ventures
Education
University of Pennsylvania - The Wharton School 2014 — 2018
Boston Trinity Academy 2010 — 2014
High School
University of Pennsylvania
University of Pennsylvania
PracticeGigs October 2013 - Present
TiE-Boston May 2015 - May 2015
TED Conferences November 2014 - November 2014
Tennis Lessons January 2013 - September 2014
Daintree Advisors LLC July 2013 - August 2013
Bradley, Foster & Sargent, Inc. June 2013 - June 2013
Micah Conference October 2012 - June 2013
Skills
Entrepreneurship, Public Speaking, Start-ups, Leadership, Brand Development, Strategic Planning, Social Entrepreneurship, Business Development, Strategy, Research, PowerPoint, Communication, Sponsorship, Social Media Marketing, Tennis, Customer Service, English, Building Relationships, Innovation, Management, Microsoft Office, Microsoft Excel, Start-up Ventures
Education
University of Pennsylvania - The Wharton School 2014 — 2018
Boston Trinity Academy 2010 — 2014
High School
University of Pennsylvania
University of Pennsylvania
Nathan Shippee Nathan Shippee's Bradley, Foster & Sargent, Inc. Experience May 2008 - September 2008
Job MBA Candidate, Class of 2016 at Tuck School of Business at Dartmouth College
Industry Venture Capital & Private Equity
Experience
Tuck School of Business at Dartmouth College August 2014 - Present
Audax Group September 2010 - May 2014
Audax Group June 2009 - September 2009
Bradley, Foster & Sargent, Inc. May 2008 - September 2008
Skills
Venture Capital, Private Equity, Financial Modeling, Valuation, LBO
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Williams College 2006 — 2010
Bachelor of Arts (BA), Economics
Tuck School of Business at Dartmouth College August 2014 - Present
Audax Group September 2010 - May 2014
Audax Group June 2009 - September 2009
Bradley, Foster & Sargent, Inc. May 2008 - September 2008
Skills
Venture Capital, Private Equity, Financial Modeling, Valuation, LBO
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Williams College 2006 — 2010
Bachelor of Arts (BA), Economics
Christina Charest Christina Charest's Bradley, Foster & Sargent, Inc. Experience June 2010 - Present
Job Portfolio Assistant at Bradley, Foster & Sargent, Inc.
Industry Financial Services
Experience
Bradley, Foster & Sargent, Inc. June 2010 - Present
Bradley, Foster & Sargent, Inc. June 2004 - June 2010
Skills
Teamwork, Attention To Detail, Fast Learner
Education
The University of Connecticut 2007 — 2009
Master of Business Administration, Finance; Financial Modeling, Organizational Management and Organizational Accounting
The University of Connecticut 2000 — 2004
Bachelor of Science, Business Administration
Bradley, Foster & Sargent, Inc. June 2010 - Present
Bradley, Foster & Sargent, Inc. June 2004 - June 2010
Skills
Teamwork, Attention To Detail, Fast Learner
Education
The University of Connecticut 2007 — 2009
Master of Business Administration, Finance; Financial Modeling, Organizational Management and Organizational Accounting
The University of Connecticut 2000 — 2004
Bachelor of Science, Business Administration
M. Owen Miller's Bradley, Foster & Sargent, Inc. Experience June 2010 - September 2010
Job Private Equity Services Team at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank, Private Equity Services Team July 2014 - Present
Management Planning, Inc. - Business Valuation & Advisory July 2012 - June 2014
Management Planning, Inc. - Business Valuation & Advisory June 2011 - August 2011
Bradley, Foster & Sargent, Inc. June 2010 - September 2010
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Venture Financing, Private Equity, Due Diligence, Credit Analysis, Business Valuation, Portfolio Management, Equities, Capital IQ, Lines Of Credit, Management Due Diligence, Microsoft Word, Social Media, Bloomberg, Time Management
Education
Union College 2008 — 2012
BA, Economics, Cum Laude
Holderness High School
Silicon Valley Bank, Private Equity Services Team July 2014 - Present
Management Planning, Inc. - Business Valuation & Advisory July 2012 - June 2014
Management Planning, Inc. - Business Valuation & Advisory June 2011 - August 2011
Bradley, Foster & Sargent, Inc. June 2010 - September 2010
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Venture Financing, Private Equity, Due Diligence, Credit Analysis, Business Valuation, Portfolio Management, Equities, Capital IQ, Lines Of Credit, Management Due Diligence, Microsoft Word, Social Media, Bloomberg, Time Management
Education
Union College 2008 — 2012
BA, Economics, Cum Laude
Holderness High School
Zhongyi Tang Zhongyi Tang's Bradley, Foster & Sargent, Inc. Experience January 2015 - Present
Job Intern at Bradley, Foster & Sargent, Inc.
Industry Financial Services
Experience
Bradley, Foster & Sargent, Inc. January 2015 - Present
Vernon Social Student Manager September 2014 - Present
Investment Club September 2012 - May 2014
Nanyang Commercial Bank Ltd. June 2013 - July 2013
Ecnonomics with Management Fellows Program August 2012 - May 2013
Skills
Java, C++ Language, Stata, SPSS, Matlab, EViews, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Mandarin, Mathematics, Bloomberg
Education
Trinity College-Hartford 2014 — 2016
Bachelor of Science (B.S.), Economics and Mathematics
Ohio Wesleyan University 2012 — 2014
None, Mathematics and Economics, 3.85
Bradley, Foster & Sargent, Inc. January 2015 - Present
Vernon Social Student Manager September 2014 - Present
Investment Club September 2012 - May 2014
Nanyang Commercial Bank Ltd. June 2013 - July 2013
Ecnonomics with Management Fellows Program August 2012 - May 2013
Skills
Java, C++ Language, Stata, SPSS, Matlab, EViews, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Mandarin, Mathematics, Bloomberg
Education
Trinity College-Hartford 2014 — 2016
Bachelor of Science (B.S.), Economics and Mathematics
Ohio Wesleyan University 2012 — 2014
None, Mathematics and Economics, 3.85
Allison Matt Sherman, PHR Allison Matt Sherman, PHR's Bradley, Foster & Sargent, Inc. Experience September 2008 - December 2008
Job HR Analyst at Apax Partners
Industry Human Resources
Experience
Apax Partners March 2014 - Present
Ambrose Employer Group, LLC January 2012 - March 2014
Cravath, Swaine & Moore LLP June 2009 - December 2011
Bradley, Foster & Sargent, Inc. September 2008 - December 2008
Trinity College - Hartford May 2008 - September 2008
Education
Trinity College-Hartford 2005 — 2009
Bachelor of Science, Psychology
Apax Partners March 2014 - Present
Ambrose Employer Group, LLC January 2012 - March 2014
Cravath, Swaine & Moore LLP June 2009 - December 2011
Bradley, Foster & Sargent, Inc. September 2008 - December 2008
Trinity College - Hartford May 2008 - September 2008
Education
Trinity College-Hartford 2005 — 2009
Bachelor of Science, Psychology
Ned Byrd Ned Byrd's Bradley, Foster & Sargent, Inc. Experience May 2009 - January 2010
Job Product Specialist at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments November 2013 - Present
Burkenroads Reports January 2013 - May 2013
Hartford HealthCare May 2012 - August 2012
Atlas Test Prep September 2011 - April 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Bernier for Congress May 2010 - August 2010
Bradley, Foster & Sargent, Inc. May 2009 - January 2010
Skills
Microsoft Excel, Photoshop, Axys, Bloomberg, Research, Valuation, Financial Analysis, PowerPoint, Data Analysis, Microsoft Word, Microsoft Office, Economics, Statistics, Investments, Access, Financial Modeling, Finance
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science (BS), Finance, Alumni
Universidad Pontificia Comillas 2012 — 2012
Finance
Pioneer Investments November 2013 - Present
Burkenroads Reports January 2013 - May 2013
Hartford HealthCare May 2012 - August 2012
Atlas Test Prep September 2011 - April 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Bernier for Congress May 2010 - August 2010
Bradley, Foster & Sargent, Inc. May 2009 - January 2010
Skills
Microsoft Excel, Photoshop, Axys, Bloomberg, Research, Valuation, Financial Analysis, PowerPoint, Data Analysis, Microsoft Word, Microsoft Office, Economics, Statistics, Investments, Access, Financial Modeling, Finance
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science (BS), Finance, Alumni
Universidad Pontificia Comillas 2012 — 2012
Finance
Tony Stephans Tony Stephans's Bradley, Foster & Sargent, Inc. Experience September 2013 - December 2013
Job Healthcare Underwriter at OneBeacon Insurance Group
Industry Financial Services
Experience
OneBeacon Insurance Group August 2014 - Present
OneBeacon Professional Insurance June 2014 - August 2014
Fiduciary Investment Advisors, LLC January 2014 - April 2014
Bradley, Foster & Sargent, Inc. September 2013 - December 2013
Trinity College, Economics Department September 2013 - December 2013
PSP Unlimited June 2008 - May 2013
Hired Hands Moving Company June 2010 - August 2012
Trinity College, Economics Department January 2012 - May 2012
Skills
Income Tax, Sports, Social Media, Facebook, PowerPoint, Microsoft Office, Economics, Goal Oriented, Team-oriented
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Science (B.S.), magna cum laude, Economics, 3.851
Trinity College, Rome Campus 2013 — 2013
General Studies
OneBeacon Insurance Group August 2014 - Present
OneBeacon Professional Insurance June 2014 - August 2014
Fiduciary Investment Advisors, LLC January 2014 - April 2014
Bradley, Foster & Sargent, Inc. September 2013 - December 2013
Trinity College, Economics Department September 2013 - December 2013
PSP Unlimited June 2008 - May 2013
Hired Hands Moving Company June 2010 - August 2012
Trinity College, Economics Department January 2012 - May 2012
Skills
Income Tax, Sports, Social Media, Facebook, PowerPoint, Microsoft Office, Economics, Goal Oriented, Team-oriented
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Science (B.S.), magna cum laude, Economics, 3.851
Trinity College, Rome Campus 2013 — 2013
General Studies
Brooks Gerli Brooks Gerli's Bradley, Foster & Sargent, Inc. Experience September 2009 - January 2010
Job Financial Analyst at TUDOR INVESTMENT CORPORATION
Industry Research
Experience
TUDOR INVESTMENT CORPORATION November 2011 - Present
UBS Investment Bank August 2011 - November 2011
Marben Farm January 2000 - August 2011
The Hotchkiss School September 2010 - May 2011
Bradley, Foster & Sargent, Inc. September 2009 - January 2010
Salisbury Bank and Trust Company June 2009 - August 2009
Thomson Reuters November 2007 - February 2008
Education
Trinity College-Hartford 2006 — 2010
B.S. Economics
Cornell University 2008 — 2008
Kent School 2002 — 2006
TUDOR INVESTMENT CORPORATION November 2011 - Present
UBS Investment Bank August 2011 - November 2011
Marben Farm January 2000 - August 2011
The Hotchkiss School September 2010 - May 2011
Bradley, Foster & Sargent, Inc. September 2009 - January 2010
Salisbury Bank and Trust Company June 2009 - August 2009
Thomson Reuters November 2007 - February 2008
Education
Trinity College-Hartford 2006 — 2010
B.S. Economics
Cornell University 2008 — 2008
Kent School 2002 — 2006
Sumit Krishan Sumit Krishan's Bradley, Foster & Sargent, Inc. Experience September 2011 - September 2012
Job Equity Research Analyst at ITG
Industry Investment Management
Experience
Aranca December 2013 - July 2014
ITG September 2012 - May 2013
Bradley, Foster & Sargent, Inc. September 2011 - September 2012
UConn SMF Foundation August 2011 - May 2012
University of Connecticut School of Business August 2010 - May 2012
Financial Accelator June 2011 - August 2011
Syntax Research 2011 - 2011
Yorkplay Space August 2009 - June 2010
TSYS October 2008 - June 2010
CSC January 2005 - October 2008
Skills
Microsoft Excel, Financial Modeling, Valuation, Financial Analysis, Business Analysis, Portfolio Management, Bloomberg, Risk Management, SAS, Data Analysis, Corporate Finance, Asset Managment, VBA, Analysis, Research, Microsoft Office, Project Management, SQL, Investments, PowerPoint, Equity Research, Finance
Education
The University of Connecticut 2010 — 2012
MBA, MBA Finance
Rutgers University-New Brunswick
Masters in Quantitative Finance, Finance
Rutgers University-New Brunswick
Aranca December 2013 - July 2014
ITG September 2012 - May 2013
Bradley, Foster & Sargent, Inc. September 2011 - September 2012
UConn SMF Foundation August 2011 - May 2012
University of Connecticut School of Business August 2010 - May 2012
Financial Accelator June 2011 - August 2011
Syntax Research 2011 - 2011
Yorkplay Space August 2009 - June 2010
TSYS October 2008 - June 2010
CSC January 2005 - October 2008
Skills
Microsoft Excel, Financial Modeling, Valuation, Financial Analysis, Business Analysis, Portfolio Management, Bloomberg, Risk Management, SAS, Data Analysis, Corporate Finance, Asset Managment, VBA, Analysis, Research, Microsoft Office, Project Management, SQL, Investments, PowerPoint, Equity Research, Finance
Education
The University of Connecticut 2010 — 2012
MBA, MBA Finance
Rutgers University-New Brunswick
Masters in Quantitative Finance, Finance
Rutgers University-New Brunswick
Phillip Shichman Phillip Shichman's Bradley, Foster & Sargent, Inc. Experience June 2014 - Present
Job Research Analyst at Bradley, Foster & Sargent, Inc.
Industry Investment Management
Experience
Bradley, Foster & Sargent, Inc. June 2014 - Present
ABS Investment Management July 2013 - August 2013
Bradley, Foster & Sargent, Inc. May 2013 - June 2013
Barclays June 2012 - August 2012
Hartford HealthCare June 2011 - August 2011
Skills
CFA Applicant
Education
Dickinson College 2010 — 2014
B.A., International Business and Management, Economics
Danish Institute For Study Abroad 2013 — 2013
Global Economics Program
Avon High School 2006 — 2010
Bradley, Foster & Sargent, Inc. June 2014 - Present
ABS Investment Management July 2013 - August 2013
Bradley, Foster & Sargent, Inc. May 2013 - June 2013
Barclays June 2012 - August 2012
Hartford HealthCare June 2011 - August 2011
Skills
CFA Applicant
Education
Dickinson College 2010 — 2014
B.A., International Business and Management, Economics
Danish Institute For Study Abroad 2013 — 2013
Global Economics Program
Avon High School 2006 — 2010
Scott Schpero Scott Schpero's Bradley, Foster & Sargent, Inc. Experience May 2011 - August 2011
Job Analyst at Accelerated Growth Advisors
Industry Accounting
Experience
Accelerated Growth Advisors February 2015 - Present
Central States Health & Welfare and Pension Funds June 2014 - February 2015
Central States Funds June 2012 - June 2014
Bradley, Foster & Sargent, Inc. May 2011 - August 2011
Eagle Investment Systems May 2010 - August 2010
Skills
Financial Analysis, Financial Reporting, Auditing, Financial Accounting, Financial Modeling, Internal Audit, Valuation, Finance, Microsoft Excel, Analysis, Investments, Investment Management, Management
Education
Loyola University Chicago 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Purdue University 2008 — 2012
Bachelor of Science (BS), Finance and International Business
Accelerated Growth Advisors February 2015 - Present
Central States Health & Welfare and Pension Funds June 2014 - February 2015
Central States Funds June 2012 - June 2014
Bradley, Foster & Sargent, Inc. May 2011 - August 2011
Eagle Investment Systems May 2010 - August 2010
Skills
Financial Analysis, Financial Reporting, Auditing, Financial Accounting, Financial Modeling, Internal Audit, Valuation, Finance, Microsoft Excel, Analysis, Investments, Investment Management, Management
Education
Loyola University Chicago 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Purdue University 2008 — 2012
Bachelor of Science (BS), Finance and International Business
Edward Kozyra Edward Kozyra's Bradley, Foster & Sargent, Inc. Experience November 2013 - Present
Job Finance Assistant at Bradley, Foster & Sargent, Inc.
Industry Financial Services
Experience
Bradley, Foster & Sargent, Inc. November 2013 - Present
TicketNetwork January 2012 - October 2013
CVS Caremark Corporation March 2005 - December 2011
Skills
Process Improvement, Business Analysis, Data Analysis, Analysis, Analytics, Financial Modeling, Risk Management, Financial Analysis
Education
The University of Connecticut School of Business 2006 — 2010
Finance, Finance
Bradley, Foster & Sargent, Inc. November 2013 - Present
TicketNetwork January 2012 - October 2013
CVS Caremark Corporation March 2005 - December 2011
Skills
Process Improvement, Business Analysis, Data Analysis, Analysis, Analytics, Financial Modeling, Risk Management, Financial Analysis
Education
The University of Connecticut School of Business 2006 — 2010
Finance, Finance
Benjamin Krevalin Benjamin Krevalin's Bradley, Foster & Sargent, Inc. Experience June 2013 - September 2013
Job Student at Union College
Industry
Experience
J.P. Morgan June 2014 - September 2014
Bradley, Foster & Sargent, Inc. June 2013 - September 2013
Breault & Smith LLC May 2013 - August 2013
The Colvest Group LTD November 2012 - December 2012
Max Restaurant Group June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Economics, Investments, Strategy, Social Networking, Recruiting
Education
Union College 2011 — 2015
Bachelor of Science (BS), Economics, Junior
Longmeadow High School 2007 — 2011
J.P. Morgan June 2014 - September 2014
Bradley, Foster & Sargent, Inc. June 2013 - September 2013
Breault & Smith LLC May 2013 - August 2013
The Colvest Group LTD November 2012 - December 2012
Max Restaurant Group June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Economics, Investments, Strategy, Social Networking, Recruiting
Education
Union College 2011 — 2015
Bachelor of Science (BS), Economics, Junior
Longmeadow High School 2007 — 2011
Patrick Bertram Patrick Bertram's Bradley, Foster & Sargent, Inc. Experience May 2013 - August 2013
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2014 - Present
Bradley, Foster & Sargent, Inc. May 2013 - August 2013
Skills
Economics, Bloomberg Terminal, Data Analysis, Capital IQ, DBC Finance, Credit Analysis, Ratings Projection...
Education
Vanderbilt University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Graduate
DIS - Danish Institute of Study Abroad 2013 — 2013
Global Economics
London School of Economics and Political Science 2012 — 2012
Saint John´s High School 2006 — 2010
SunTrust Robinson Humphrey June 2014 - Present
Bradley, Foster & Sargent, Inc. May 2013 - August 2013
Skills
Economics, Bloomberg Terminal, Data Analysis, Capital IQ, DBC Finance, Credit Analysis, Ratings Projection...
Education
Vanderbilt University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Graduate
DIS - Danish Institute of Study Abroad 2013 — 2013
Global Economics
London School of Economics and Political Science 2012 — 2012
Saint John´s High School 2006 — 2010
Charles Herbert, CFP®'s Bradley, Foster & Sargent, Inc. Experience June 2003 - Present
Job Experienced Sales Professional and Relationship Builder
Industry Investment Management
Experience
Bradley, Foster & Sargent, Inc. June 2003 - Present
Bradley, Foster & Sargent, Inc. June 2003 - Present
reSET 2010 - March 2013
Holy Family Passionist Monastery & Retreat Center 1995 - 2013
Peer to Peer 2009 - 2010
Russell Investments 2000 - 2002
Nicholas Applegate 1998 - 2000
CIGNA 1996 - 1998
Skills
Wealth Management, Financial Planning, Marketing Strategy, Sales Management, Business Development, Investment Management, Certified Financial..., MBA, Strategic Financial..., Alternative Investments, Investments, Investment Advisory, Marketing, Strategy, Strategic Planning, Finance, Asset Management, Due Diligence, Small Business, Asset Allocation, Mutual Funds, New Business Development, Management, Portfolio Management, Equities, Executive Management, Financial Analysis, Valuation, Mergers & Acquisitions, Series 7
Education
California Lutheran University 2009 — 2011
MBA, Finance
Rochester Institute of Technology 1979 — 1982
B.S.
College of the Holy Cross 1977 — 1979
Kingswood-Oxford 1974 — 1976
St. Thomas Academy 1972 — 1974
St. Thomas Academy
Bradley, Foster & Sargent, Inc. June 2003 - Present
Bradley, Foster & Sargent, Inc. June 2003 - Present
reSET 2010 - March 2013
Holy Family Passionist Monastery & Retreat Center 1995 - 2013
Peer to Peer 2009 - 2010
Russell Investments 2000 - 2002
Nicholas Applegate 1998 - 2000
CIGNA 1996 - 1998
Skills
Wealth Management, Financial Planning, Marketing Strategy, Sales Management, Business Development, Investment Management, Certified Financial..., MBA, Strategic Financial..., Alternative Investments, Investments, Investment Advisory, Marketing, Strategy, Strategic Planning, Finance, Asset Management, Due Diligence, Small Business, Asset Allocation, Mutual Funds, New Business Development, Management, Portfolio Management, Equities, Executive Management, Financial Analysis, Valuation, Mergers & Acquisitions, Series 7
Education
California Lutheran University 2009 — 2011
MBA, Finance
Rochester Institute of Technology 1979 — 1982
B.S.
College of the Holy Cross 1977 — 1979
Kingswood-Oxford 1974 — 1976
St. Thomas Academy 1972 — 1974
St. Thomas Academy
Andrew Burd's Bradley, Foster & Sargent, Inc. Experience February 2010 - July 2013
Job Equity Research at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
MLV & Co August 2013 - July 2014
Bradley, Foster & Sargent, Inc. February 2010 - July 2013
Skills
Equity Research, MLP, Investments, Financial Analysis, Financial Modeling, Midstream, Bloomberg, Asset Allocation, Portfolio Management
Education
Ohio Wesleyan University 2005 — 2009
B.A., Politics and Government
Hotchkiss School 2001 — 2005
J.P. Morgan July 2014 - Present
MLV & Co August 2013 - July 2014
Bradley, Foster & Sargent, Inc. February 2010 - July 2013
Skills
Equity Research, MLP, Investments, Financial Analysis, Financial Modeling, Midstream, Bloomberg, Asset Allocation, Portfolio Management
Education
Ohio Wesleyan University 2005 — 2009
B.A., Politics and Government
Hotchkiss School 2001 — 2005
Cameron Burns's Bradley, Foster & Sargent, Inc. Experience 2011 - Present
Job Executive Vice President & Principal at Bradley, Foster & Sargent, Inc.
Industry Investment Management
Experience
Bradley, Foster & Sargent, Inc. 2011 - Present
The Johnson Company 2009 - 2010
Silvercrest Asset Management 2006 - 2009
Morgan Stanley 1990 - 2006
Skills
Investments, Alternative Investments, Hedge Funds, Asset Managment, Portfolio Management, Asset Management, Valuation, Wealth Management, Asset Allocation, Equity Research, Equities
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA
Williams College 1981 — 1985
1985
Milton Academy
Milton Academy
Bradley, Foster & Sargent, Inc. 2011 - Present
The Johnson Company 2009 - 2010
Silvercrest Asset Management 2006 - 2009
Morgan Stanley 1990 - 2006
Skills
Investments, Alternative Investments, Hedge Funds, Asset Managment, Portfolio Management, Asset Management, Valuation, Wealth Management, Asset Allocation, Equity Research, Equities
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA
Williams College 1981 — 1985
1985
Milton Academy
Milton Academy
Gavin Romm, CFA's Bradley, Foster & Sargent, Inc. Experience January 2010 - May 2010
Job Associate Portfolio Manager High Yield
Industry Financial Services
Experience
AllianceBernstein November 2013 - Present
Bloomberg LP August 2010 - November 2013
Bradley, Foster & Sargent, Inc. January 2010 - May 2010
RBC Wealth Managment 2008 - December 2009
Education
Trinity College-Hartford 2006 — 2010
Bachelor of Arts (Honors), Economics, Formal Organizations & Entrepreneurship, Writing and Rhetoric
AllianceBernstein November 2013 - Present
Bloomberg LP August 2010 - November 2013
Bradley, Foster & Sargent, Inc. January 2010 - May 2010
RBC Wealth Managment 2008 - December 2009
Education
Trinity College-Hartford 2006 — 2010
Bachelor of Arts (Honors), Economics, Formal Organizations & Entrepreneurship, Writing and Rhetoric
Shah Momin's Bradley, Foster & Sargent, Inc. Experience September 2009 - December 2009
Job Manager at Jasmine Trading, Inc.
Industry Wholesale
Experience
Jasmine Trading, Inc. July 2012 - Present
Ipreo June 2010 - July 2012
RBC Wealth Management January 2010 - May 2010
Bradley, Foster & Sargent, Inc. September 2009 - December 2009
ING Financial Partners September 2008 - July 2009
Camp Mosaic June 2007 - August 2007
Skills
PowerPoint, Bloomberg, Microsoft Excel, Microsoft Word, FactSet, Morningstar, ThomsonOne
Education
Trinity College-Hartford 2006 — 2010
Bachelor of Arts, Economics
Jasmine Trading, Inc. July 2012 - Present
Ipreo June 2010 - July 2012
RBC Wealth Management January 2010 - May 2010
Bradley, Foster & Sargent, Inc. September 2009 - December 2009
ING Financial Partners September 2008 - July 2009
Camp Mosaic June 2007 - August 2007
Skills
PowerPoint, Bloomberg, Microsoft Excel, Microsoft Word, FactSet, Morningstar, ThomsonOne
Education
Trinity College-Hartford 2006 — 2010
Bachelor of Arts, Economics
Keith G. LaRose's Bradley, Foster & Sargent, Inc. Experience January 2000 - Present
Job Principal: Bradley, Foster & Sargent, Inc.
Industry Financial Services
Experience
Bradley, Foster & Sargent, Inc. January 2000 - Present
Hartford Financial Management 1994 - January 2000
E.T. Andrews & Company 1989 - 1994
Dean Witter Reynolds Inc. 1985 - 1989
Dean Witter Reynolds Inc. 1984 - 1985
Education
University of Oxford - Said Business School
Diploma Candidate-2016, Strategic Management
Trinity College-Hartford
M.A., Financial Economics
University of Connecticut
B.A., Economics
Bradley, Foster & Sargent, Inc. January 2000 - Present
Hartford Financial Management 1994 - January 2000
E.T. Andrews & Company 1989 - 1994
Dean Witter Reynolds Inc. 1985 - 1989
Dean Witter Reynolds Inc. 1984 - 1985
Education
University of Oxford - Said Business School
Diploma Candidate-2016, Strategic Management
Trinity College-Hartford
M.A., Financial Economics
University of Connecticut
B.A., Economics
S. Tucker Childs's Bradley, Foster & Sargent, Inc. Experience September 2013 - Present
Job Trading Operations Assistant at Bradley, Foster & Sargent, Inc.
Industry Investment Management
Experience
Bradley, Foster & Sargent, Inc. September 2013 - Present
Clayton Bank and Trust May 2012 - August 2013
Clayton Bank and Trust September 2010 - May 2012
Georgia State University January 2010 - August 2010
Iron Capital Advisors Inc. January 2010 - June 2010
Skills
Financial Analysis, Investments, Finance, Analysis, Portfolio Management, Valuation, Financial Modeling, Mutual Funds, Bloomberg Terminal, Equities, Financial Reporting, ETFs, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Management, Axys, Advent, Moxy, Morningstar Direct, Fixed Income, Capital IQ
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2010
Masters, Finance
Bradley, Foster & Sargent, Inc. September 2013 - Present
Clayton Bank and Trust May 2012 - August 2013
Clayton Bank and Trust September 2010 - May 2012
Georgia State University January 2010 - August 2010
Iron Capital Advisors Inc. January 2010 - June 2010
Skills
Financial Analysis, Investments, Finance, Analysis, Portfolio Management, Valuation, Financial Modeling, Mutual Funds, Bloomberg Terminal, Equities, Financial Reporting, ETFs, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Management, Axys, Advent, Moxy, Morningstar Direct, Fixed Income, Capital IQ
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2010
Masters, Finance
John R. Gilbert's Bradley, Foster & Sargent, Inc. Experience September 2014 - Present
Job Director of Research at Bradley, Foster & Sargent, Inc.
Industry Investment Management
Experience
Bradley, Foster & Sargent, Inc. September 2014 - Present
General Re New England Asset Management February 1987 - July 2014
Education
Harvard Business School
Master of Business Administration (MBA)
Brown University
Bachelor of Arts (B.A.)
Bradley, Foster & Sargent, Inc. September 2014 - Present
General Re New England Asset Management February 1987 - July 2014
Education
Harvard Business School
Master of Business Administration (MBA)
Brown University
Bachelor of Arts (B.A.)
Aleks Mrvic's Bradley, Foster & Sargent, Inc. Experience August 2012 - Present
Job Intern at Bradley, Foster & Sargent, Inc.
Industry International Affairs
Experience
Bradley, Foster & Sargent, Inc. August 2012 - Present
Education
Northeastern University 2013 — 2017
International Business
Proctor Academy 2008 — 2012
Bradley, Foster & Sargent, Inc. August 2012 - Present
Education
Northeastern University 2013 — 2017
International Business
Proctor Academy 2008 — 2012
Maria Bourdeau's Bradley, Foster & Sargent, Inc. Experience May 2011 - August 2011
Job Judicial Intern to Honorable Joseph R. Goeke at United States Tax Court
Industry Law Practice
Experience
United States Tax Court May 2015 - August 2015
MassMutual Financial Group November 2013 - May 2014
MassMutual Financial Group August 2012 - November 2013
Bradley, Foster & Sargent, Inc. May 2011 - August 2011
Education
University of Notre Dame Law School 2014 — 2017
Doctor of Law (JD)
Middlebury College 2008 — 2012
Bachelor of Arts (BA)
Deerfield Academy 2004 — 2008
United States Tax Court May 2015 - August 2015
MassMutual Financial Group November 2013 - May 2014
MassMutual Financial Group August 2012 - November 2013
Bradley, Foster & Sargent, Inc. May 2011 - August 2011
Education
University of Notre Dame Law School 2014 — 2017
Doctor of Law (JD)
Middlebury College 2008 — 2012
Bachelor of Arts (BA)
Deerfield Academy 2004 — 2008