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Robert H. Bradley
President and CEO
Education:
Williams College
BA, History
Fletcher School of Law and Diplomacy
MA, International Economics |
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Mr. Bradley serves
as President and CEO of Bradley, Foster & Sargent.
He managed Conning & Company’s
Investment Management Group from September
1993 until July 1994, when he and Mr. Sargent
joined with Mr. Foster to found Bradley,
Foster & Sargent. He is a Principal and
Portfolio Manager. Previously he served
fourteen years with Citicorp, twelve years
of which were spent in Europe, the Middle
East and Africa. In 1985, Mr. Bradley returned
to Boston to found Boston Private Bank & Trust
Company, where he was President and
CEO from 1986 through 1992. He served
as an officer in the U.S. Navy in Vietnam. Currently he serves on the Board of Governors of the Investment Advisor Association - the national not-for-profit association, founded in 1937, that exclusively represents the interests of federally registered investment advisory firms. |
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Cameron H. Burns
Executive Vice President
Education:
Williams College
BA, Economics
The Wharton School at the
University of Pennsylvania
MBA, Finance |
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Mr. Burns joined Bradley, Foster & Sargent, Inc. in September, 2011 as a Principal and Executive Vice President. He is a Portfolio Manager and a Member of the Investment, Risk and Management Committees. Mr. Burns has been in the investment management business since 1990 when he joined Morgan Stanley in New York. He served as a portfolio manager, working with wealthy families as an Executive Director and a senior member of an investment team managing more than $2 billion in assets. Departing Morgan Stanley in 2006, he joined Silvercrest Asset Management LLC as a Managing Director and Partner in the capacity of a portfolio manager and client relationship officer. He left Silvercrest in 2009 to become Chief Investment Officer of The Johnson Company, a multi-billion dollar family office serving a wealthy family in New York City. |
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Timothy H. Foster
Executive Vice President
Education:
Dartmouth College
BA, Economics
Amos Tuck School of
Business
Administration at Dartmouth
College
MBA |
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Mr. Foster
serves as Executive Vice President of Bradley,
Foster & Sargent. He is a Principal
and Portfolio Manager, as well as a Member
of the Investment Committee. Prior to forming
Bradley, Foster & Sargent with Mr.
Bradley and Mr. Sargent, he founded Arcadia
Asset Management in 1986, building assets
under management in excess of $25 million.
Prior to founding Arcadia, Mr. Foster served
as a Portfolio Manager of institutional
equity accounts for CIGNA Investment Management
Co. from 1982 to 1986 and as a Senior Research
Analyst for Connecticut General Investment
Management Co. from 1981 to 1982. |
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David P. Korzendorfer
Executive Vice President
Education:
N. Y. State College at New Paltz
BS, Geology
Washington
State University
MS, Geology
University
of Utah
MBA |
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Mr. Korzendorfer
joined Bradley, Foster & Sargent in
April, 2007 as a Portfolio Manager. He
is a Vice President and a Member of the
Investment Committee. He became a Principal
of the firm in January, 2010. Mr. Korzendorfer
joined the firm after a 17 year career
with Bank of America and its predecessor
banks: Bank of New England and Fleet Bank.
Most recently, Mr. Korzendorfer served
as Managing Director at Bank of America,
with responsibility for a team of 8 investment
professionals who managed the portfolios
of individual clients in the greater Hartford
area. He started his investment career
at First Security Investment Management
in Salt Lake City, Utah and worked for
several years for Curbstone Investment
Management in Canton, Connecticut. He has
achieved the designation of Chartered Financial
Analyst and is a former member of the Board
of Directors for the Hartford CFA Society,
also having served as its President. |
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Keith G. LaRose
Executive Vice President
Education:
University of Connecticut
BA, Economics
Trinity
College
MA, Financial Economics |
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Mr. LaRose joined
Bradley, Foster & Sargent in February, 2000 as
a Principal and Executive Vice President.
He is a Portfolio Manager and a Member of
the Investment Committee. Prior to joining
the firm, Mr. LaRose was Director of Individual
Investment Services at Hartford Financial
Management, Inc., where he was responsible
for supervising the investment management
of more than $200 million in client assets
and functioned as chief equity manager and
strategist. Mr. LaRose started his investment
career in 1984 with Dean Witter Reynolds
in Greenwich, Connecticut. He joined E. T.
Andrews & Company, Inc., in Hartford
in 1989, where he was President until 1994. |
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Roger
H. Manternach
Vice President
Education:
Middlebury College
BA, Economics
Graduate
School of Business
University
of Chicago
MBA |
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Mr. Manternach joined Bradley, Foster & Sargent
in September, 2008 as a Portfolio Manager. He is a Vice President and a Member
of the Investment Committee. Mr. Manternach has broad
experience in the investment business. He started
his investment career in 1969 with Hartford Fire Insurance
Company as a securities analyst. Since 1973, he was
employed by Bank of America/U.S. Trust and its predecessor
companies (Hartford National, Connecticut National,
Shawmut and Fleet). Most recently, Mr. Manternach managed
a team of four portfolio managers. He was personally
responsible for managing $400 million in investments
for both individual and institutional accounts.
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Jeffrey G. Marsted
Executive Vice President
Education:
Williams College
BA, American History and
Literature
Trinity
College
MA, Economics |
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Mr. Marsted
joined Bradley, Foster & Sargent in
1995 as a Principal and Executive Vice
President. He is a Portfolio Manager and
a Member of the Investment Committee. Prior
to joining the firm, he was Vice President
and Manager of the Shawmut Bank Investment
Management and Advisory Group in Hartford.
Mr. Marsted joined the Hartford National
Bank, which subsequently became Shawmut
Bank, in 1965 as a Securities Analyst.
He moved to portfolio management in 1969
and eventually assumed responsibility for
a group of portfolio managers, with over
$3 billion under management. He later served
as a Member of Shawmut’s Investment
Policy Group, with responsibility for asset
allocation, sector strategy and economic
assumptions for the $16 billion within
Shawmut Investment Advisors. |
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Gregory M. Miller
Vice President
Education:
The George Washington University
BA, Finance
University of Chicago Graduate
School of Business
MBA
University of Connecticut School of Law
JD |
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Mr. Miller joined Bradley, Foster & Sargent
in February, 2011 as a Portfolio Manager. He is a Vice President and a Member
of the Investment Committee. Mr. Miller joined the firm after more than 25 years with Bank of America and its predecessor companies: Merrill Lynch, Columbia Management Group, Shawmut Investment Advisors and Connecticut National Bank. During his career, Mr Miller's responsibilities included managing investment portfolios for pension funds, mutual funds, endowments and foundations, and all aspects of the client relationship. He has managed both equity-only and balanced accounts with assets under management at times in excess of $1 billion.
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William R. Peelle, Jr.
Executive Vice President
Education:
Trinity College
BA, Economics
Trinity College
MA, Economics and Public Policy |
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Mr. Peelle joined Bradley, Foster & Sargent
in September, 2010 as a Portfolio Manager. He is a Principal, Executive Vice President and a Member
of the Investment Committee. Mr. Peelle has broad experience
in the investment business. He started his investment
career as an associate with Smith Barney in 1986.
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Joseph
D. Sargent
Chairman
Education:
Yale University
BA, Geology |
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Mr. Sargent
serves as Chairman of Bradley, Foster & Sargent.
Previously, he was Chairman and CEO
of Conning and Company for more than twenty-four
years. Mr. Sargent is a Principal and Portfolio
Manager, as well as a Member of the Investment
Committee. Mr. Sargent has also been a
founder and director of several specialty
lines insurance companies, including Executive
Risk and Beazley Group PLC in the U.K. |
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Thomas D. Sargent
Executive Vice President
Education:
Union College
BA, Economics & History
Amos Tuck School of
Business
Administration at Dartmouth
College
MBA |
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Mr. Sargent
joined Bradley, Foster & Sargent in
2000 as a Principal and Executive Vice
President. He is a Portfolio Manager and
Chairman of the Investment Committee. Mr.
Sargent came to Bradley, Foster & Sargent
from Conning & Company, where he managed
their institutional business since 1986.
In that capacity, he served as a Member
of Conning’s Executive Committee
with responsibility for Equity Research,
Institutional Sales, and Equity Trading.
He was also a Principal in the
Venture Capital/Private Equity area. During
his career, Mr. Sargent was cited for his
equity research expertise by Institutional
Investor magazine in its “Best
of the Boutiques” profile. He has
achieved the designation of Chartered Financial
Analyst. |
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