Portfolio Assistant

Lucy M. Jolie

our-team-bio-lucy-m-jolie

Lucy M. Jolie

Client Relationship Specialist

Mrs. Jolie joined Bradley, Foster & Sargent as a Client Relationship Specialist in March, 2005. She brings 20 years of experience in the investment management industry to the company, including operational support responsibilities in the Institutional Research department at Fox-Pitt, Kelton, and the settlements department for Conning & Company.

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