Investment Professional

James V. Paldino II

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James V. Paldino II, CFA®

Research Analyst & Portfolio Manager Associate


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

Mr. Paldino joined Bradley, Foster & Sargent as a Research Analyst in July 2020. In October 2021, he assumed the role of Portfolio Manager Associate. In his new dual role, he will assist in marketing opportunities, buying and selling securities in client accounts, financial planning, and working directly with clients in addition to his current responsibilities as a Research Analyst. Mr. Paldino’s responsibility as a Research Analyst is to analyze companies and industries in order to gain an understanding of the drivers of businesses and subsequently to develop robust investment conclusions in support of the firm’s investment of clients’ assets. In addition, he provides other research and ad hoc support to the research and portfolio management team. 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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