Jonathan B. Joseph Director of Research Education: University of Connecticut  BS, Accounting   University of Hartford MBA

Mr. Joseph joined Bradley, Foster & Sargent as a Research Analyst in May, 2004. His primary responsibility is to provide general research support for the Company with the objective of enhancing the productivity and investment performance of the firm’s clients. Jon has worked in a research and portfolio management capacity for a number of investment firms during the past 17 years. Most recently, he worked for Fox-Pitt, Kelton where he was responsible for researching a broad range of life insurance companies. Previously, he worked for Olson, Mobeck & Associates, E. T. Andrews, Coburn & Meredith and Travelers Corporation. Jon is a Certified Public Accountant.

Felicia M. Lazor Head Equity and Fixed Income Trader Education: Dickinson College BA, Psychology  University of Connecticut BS, Physical Therapy University of Hartford MBA

Mrs. Lazor joined Bradley, Foster & Sargent as an Equity and Fixed Income Trader in May, 2004. She became a Principal of the firm in January, 2011. Her primary responsibility is the execution of all equity and fixed income purchase and sell orders for the Company. Before coming to Bradley, Foster & Sargent, Felicia was a Research Associate in the life and health insurance and reinsurance sector of Fox-Pitt, Kelton. Previously, she worked for Easter Seals Greater Hartford Rehabilitation Center as a Senior Physical Therapist.

Andrew R. Burd Assistant to Portfolio Manager Education: Ohio Wesleyan University BA, Politics and Government

Mr. Burd joined Bradley, Foster & Sargent as a Finance Assistant in February, 2010.  He provided support to the organization in a variety of accounting functions, including the payment of bills and the preparation of financial statements and budgets, as well as various human resources functions. In addition, he participated in the developing, testing and documenting of regulatory and compliance-related policies and procedures. Andy was promoted to Assistant to Portfolio Manager in November, 2010. His primary responsibilities include supporting our Portfolio Managers in all areas of investment management and promoting communication with our clients.

Kehui Fu Trading Assistant  Education: University of New Haven BS, Accounting Minor: Music University of Connecticut MS, Mathematics/Actuarial Science

Ms. Fu joined Bradley, Foster & Sargent, Inc. in July, 2011. Her responsibilities include assisting the Head Trader in all administrative and support functions, reconciling trades, manual inputting of trades, supplying custodians with trade-related information, responding to corporate actions, establishing new prime broker and DVP accounts, and executing trades, on a standalone basis.

Frank L. Stanley Investment Committee Member Education: Yale University BA, Classics Harvard Business School MBA

Mr. Stanley joined Bradley, Foster & Sargent in 1994 as a member of the Investment Committee. Mr. Stanley previously served as a Portfolio Manager and Director of Administration at Phoenix Investment Counsel.  He has been a money manager with various institutions for over 40 years. Among his responsibilities during this period were Chairman and President of Travelers Investment Management Company and Chief Investment Officer of Connecticut National Bank.