Duties and Responsibilities
Our Portfolio Assistants work closely with the
Company’s Principals and Portfolio Managers to
support the establishment of new accounts, to help
ensure the smooth functioning of custodianship,
to coordinate the administrative functions related
to trading and recordkeeping and, in general, to
promote communication with our clients. Each
Portfolio Assistant brings a special set of experiences
to the firm. What they all have in common
is a service orientation and a desire to satisfy
our clients’ needs.
|
Christina
L. Castagna
Portfolio Assistant
Education:
University of Connecticut
BS, Management University of Connecticut
MBA |
Ms. Castagna was promoted to Portfolio Assistant for Bradley, Foster & Sargent in May, 2010. She joined the Company as
an Operations Assistant in June, 2004. Christina participated
in the Bradley, Foster & Sargent internship program,
through which she was exposed to a broad range
of the operational functions of the firm.
 |
Lucy M. Jolie
Portfolio Assistant
|
Mrs. Jolie joined Bradley, Foster
& Sargent as a Portfolio Assistant in March, 2005. Lucy
brings 20 years of experience in the investment management
industry to the company, including operational support
responsibilities in the Institutional Research department
at Fox-Pitt, Kelton, and the settlements department
for Conning & Company, one of the predecessor firms
to Bradley, Foster & Sargent.
 |
|
Kristan A. Konon
Executive &
Portfolio Assistant
Education:
Middlesex Community College and Southern Connecticut
State University
Business |
Ms. Konon joined Bradley, Foster & Sargent as an
Executive and Portfolio Assistant in December,
2007. Prior to joining the Company, Kristan
worked at JDA Development Co., LLC, where she was
involved with property management and the financial
functions of the firm. Previously, she worked
for the U.S. Department of Justice as a legal assistant.
