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Chris Sargent

Chris Sargent

Portfolio Manager and Research Analyst at Bradley Foster & Sargent Inc/ct

Portland, ME , United States

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

OrganizationRoleDate RangeDetails
Bradley, Foster & Sargent, Inc.Portfolio Manager and Research AnalystMay 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 LLCEquity Research InternJun 2019 to Aug 2019
Jackson Hole Chamber of CommerceSummer InternMay 2018 to Jul 2018
Bates CollegeTeaching Assistant to Chair of the DepartmentSep 2017 to Dec 2017
Overland SummersSummer camp Trip LeaderJun 2017 to Aug 2017
Chilly Willy Hat Co.Co-Founder and Co-PresidentSep 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)

NameRoleLocation
Felicia Lazor
Felicia Lazor
TraderHartford, CT , United States
Genevieve Koumentakos
Genevieve Koumentakos
Securities TraderPlano, TX , United States
G
Greg Miller
Portfolio ManagerHartford, CT , United States
Josh Peteet
Josh Peteet
Portfolio ManagerWellesley, MA , United States
M
Michele Matzinger
Portfolio ManagerWest Hartford, CT , United States
Peter Kirschenbaum
Peter Kirschenbaum
Portfolio ManagerHartford, CT , United States
Thomas Sargent
Thomas Sargent
PrincipalHartford, CT , United States
Colin McCarroll
Colin McCarroll
Equity AnalystHartford, CT , United States
G
Gene Daponte
Portfolio Manager and Executive Vice PresidentLitchfield, CT , United States
Jake Hogan
Jake Hogan
Fall Equity Research AnalystJacksonville, FL , United States
Showing 1-10 of 15 team members

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