Investment Professional

Joseph P. Ciarleglio

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Joseph P. Ciarleglio

Research Analyst & Portfolio Manager Associate

Education:

University of Connecticut
BS, Finance
MBA

Mr. Ciarleglio joined Bradley, Foster & Sargent as a Research Analyst in October, 2013. His primary responsibility as a Research Analyst is to monitor portfolio companies; provide research and analysis regarding individual stocks and industries to portfolio managers; maintain a schedule of and promote attendance at, relevant investor days (analysist meetings, conferences, etc.); develop and maintain fundamental and market related screens using Bloomberg, and other databases; and obtain company research, as requested. Mr. Ciarleglio also provides support to Portfolio Managers in all areas of their portfolio management responsibilities; specifically, creating and maintaining trading groups and models, submitting securities transactions to the Company’s traders, rebalancing portfolios, and performing financial analysis of Guidance List and potential Guidance List companies. In October 2021, Mr. Ciarleglio assumed the additional role of a Portfolio Manager Associate. In his new dual role, he is managing fixed income investments, financial planning and working directly with clients in addition to his current responsibilities as a Research Analyst. Mr. Ciarleglio comes to us from Moody’s Investors Service where he was an associate analyst, specializing in speculative grade restaurants and specialty retailers. Previously, he worked at Thomaston Savings in commercial lending as a credit analyst.

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