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Chris Sargent
Portfolio Manager and Research Analyst at Bradley Foster & Sargent Inc/ct
About
Chris Sargent serves as a Portfolio Manager and Research Analyst at Bradley, Foster & Sargent, Inc. (BFS) in Portland, ME, an employee-owned investment advisory firm known for customized portfolio management for individuals and institutions. In his current role since May 2020, Sargent is responsible for conducting investment research, supporting portfolio construction, and advising on client accounts within the firm’s robust, client-centric asset management platform.
Sargent’s investment research emphasizes equity markets, with a focus on fundamental company analysis and sector evaluation to inform stock selection and asset allocation strategies. At BFS, his responsibilities include monitoring industry trends and contributing to the firm’s long-term investment decisions, leveraging both qualitative and quantitative research methodologies.
Prior to joining BFS, Sargent gained valuable experience as an Equity Research Intern at JMP Securities LLC, and earlier as a Summer Intern at the Jackson Hole Chamber of Commerce. He holds a Bachelor’s degree in Geology/Earth Science from Bates College and completed secondary studies at Holderness School, grounding his analytical approach with strong scientific and research skills.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bradley, Foster & Sargent, Inc. | Portfolio Manager and Research Analyst | May 2020 to Present | Bradley, Foster & Sargent is an investment advisory firm providing high-quality, customized investment management to individuals, families, and institutions. Since our founding in 1994, we have been e... |
| JMP Securities LLC | Equity Research Intern | Jun 2019 to Aug 2019 | — |
| Jackson Hole Chamber of Commerce | Summer Intern | May 2018 to Jul 2018 | — |
| Bates College | Teaching Assistant to Chair of the Department | Sep 2017 to Dec 2017 | — |
| Overland Summers | Summer camp Trip Leader | Jun 2017 to Aug 2017 | — |
| Chilly Willy Hat Co. | Co-Founder and Co-President | Sep 2016 to May 2017 | — |
Education
Bates College
Bachelor's degree, Geology/Earth Science, General
2016 — 2020
Holderness School
2012 — 2016
Others at Bradley Foster & Sargent Inc/ct (15)
| Name | Role | Location |
|---|---|---|
| Trader | Hartford, CT , United States | |
| Securities Trader | Plano, TX , United States | |
G Greg Miller | Portfolio Manager | Hartford, CT , United States |
| Portfolio Manager | Wellesley, MA , United States | |
M Michele Matzinger | Portfolio Manager | West Hartford, CT , United States |
| Portfolio Manager | Hartford, CT , United States | |
| Principal | Hartford, CT , United States | |
| Equity Analyst | Hartford, CT , United States | |
G Gene Daponte | Portfolio Manager and Executive Vice President | Litchfield, CT , United States |
| Fall Equity Research Analyst | Jacksonville, FL , United States |
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