Investment Professional

James V. Paldino II

our-team-bio-james -v-paldino

James V. Paldino II, CFA

Portfolio Manager

Education:

Washington & Lee University
BA, Mathematics & Economics
University of Chicago Booth School of Business
MBA

Mr. Paldino joined Bradley, Foster & Sargent as a Research Analyst in July 2020. In February 2022, he assumed the role of Portfolio Manager. In this role his primary responsibility is working with clients to help them achieve their investment goals. Additionally, he assists in marketing opportunities and financial planning. Mr. Paldino comes to us from Cigna where he was an actuarial specialist. Previously he worked at M&T Bank as a risk manager. Mr. Paldino has achieved the designation of Chartered Financial Analyst (CFA®).

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