Investment Professional

Charles J. Herbert


Charles J. Herbert, CFP®

Director of Sales & Marketing


Rochester Institute of Technology
BS, Business Administration
California Lutheran University

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, Mr. Herbert 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. Mr. Herbert has achieved the designation of Certified Financial Planner.

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