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Robert H. Bradley
President and CEO
Education:
Williams College
BA, History
Fletcher School of
Law
and
Diplomacy
MA, International Economics |
"The needs of our clients are always our primary concern. Our relationships reflect the highest levels of trust in our investment and market experience."
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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, as well as Chairman of
the Investment Committee. 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 served as President and
CEO from 1986 through 1992. He served
as an officer in the U.S. Navy in Vietnam.
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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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Nancy W. Donadio
Senior Operations Officer |
"We strive to provide timely, courteous and accurate service to our clients everyday. Personal attention is what our clients expect and that is what they deserve." |
Mrs. Donadio
joined Bradley, Foster & Sargent as the
Compliance Officer and Computer Administrator
in April, 1998. She was promoted to Senior
Operations Officer for the Company in 2003.
She became a Principal of the firm in January,
2011. Nancy is responsible for all of the
day-to-day aspects of client servicing and
operations. In that capacity, Nancy
supervises the reconciliation of accounts
and billing, manages the Company’s
technology and communications systems, maintains
the Company’s website, and performs
regulatory reporting. Previously, she worked
with The Hutensky Group as a design and promotion
coordinator and J.P. Associates as a corporate
trainer specializing in Microsoft office
products. |
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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 |
"Each client has unique goals and personal desires. It is our mission to structure each portfolio to successfully achieve these long-term objectives and to provide a foundation to realize a client's hopes and dreams." |
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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Charles J. Herbert
Director of Sales & Marketing
Education:
Rochester Institute
of Technology
BS, Business Administration
California
Lutheran University
MBA |
"Our relationships with our clients are not merely financial transactions, they are long term partnerships based on trust and achieving goals and dreams." |
Mr. Herbert joined
Bradley, Foster & Sargent as the Director
of Sales
& Marketing in June, 2003. He became
a Principal of the firm in January, 2008.
His responsibilities include developing relationships
with prospective clients in our targeted
markets, building a network of professional
intermediaries to leverage the sales reach
of the Company and to increase the visibility
of the firm through seminars/events, presentations,
marketing materials and the firm’s
website. Prior to joining the Company, Charley
had extensive sales and marketing experience
with investment and financial services companies
across the country, including Frank Russell
Investment Management, Nicholas Applegate
Capital Management, and CIGNA Financial Services.
He has achieved the
designation of Certified Financial Planner
- CFP ®.
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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 |
"High-quality growth companies that possess a strong business franchise, a solid balance sheet and positive cash flow will usually emerge from an economic or industry downturn as stronger participants in their respective markets." |
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 |
"The foundation of our philosophy is to identify companies that can produce consistent growth and high returns not only in times of economic prosperity, but also in times of adversity." |
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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Felicia
M. Lazor
Head Equity and Fixed Income
Trader
Education:
Dickinson College
BA, Psychology
University
of Connecticut
BS, Physical Therapy
University
of Hartford
MBA |
"In today's highly volatile capital market, swift and professional execution is critical. We closely monitor the markets throughout the day and work directly with our portfolio managers to identify the best equity and bond prices for our clients." |
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.
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Jeffrey G. Marsted
Executive Vice President
Education:
Williams College
BA, American History and Literature
Trinity
College
MA, Economics |
"Investing is not a science; it is an art that combines experience, intuition, and informed judgment." |
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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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 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 |
"The first priority is capital preservation. It is the foundation of our long-term growth strategy."
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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 |
"One of the greatest strengths of the investment committee is the depth of experience and insight of each principal - as well as our collective commitment to challenge prevailing ideas and assumptions." |
Mr. Sargent joined
Bradley, Foster & Sargent in 2000 as
a Principal and Executive Vice President.
He is a Portfolio Manager and a Member 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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Stephen L. Willcox
Chief Financial Officer
Chief Compliance Officer
Education:
Franklin & Marshall College
BA, Accounting |
"High-quality individualized service from our operations staff and portfolio assistants is at the heart of the mission at Bradley, Foster &
Sargent." |
Mr. Willcox joined
Bradley, Foster & Sargent as Chief Administrative
Officer and Chief Compliance Officer in March,
2004. He became a Principal of the
firm in May, 2005, and was appointed Chief
Financial Officer in August, 2008. He has
overall responsibility for the Company’s
operational and administrative functions
including operations systems, workflow and
procedures; human resources; federal and
state compliance; composite performance;
financial systems, budgeting and controls;
technology; custodian relationship management;
premises; proxies and stockholder litigation;
and operational support of trading. Prior
to joining the Company, Steve held senior
management positions in a number of insurance,
financial services and technology firms including
United HealthCare, MetraHealth, Travelers
Corporation and ICICI Infotech. Steve
is a Certified Public Accountant.
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