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About
Colin McCarroll is an Equity Analyst at Bradley, Foster & Sargent, Inc., where he is responsible for conducting in-depth fundamental research and valuation of publicly traded equities. His work supports portfolio management teams in constructing and maintaining diversified portfolios, with a particular focus on identifying growth and value opportunities within the U.S. equity markets.
Prior to joining Bradley, Foster & Sargent, Colin served as a Fund Manager for the UConn Student Managed Fund, overseeing investment strategies and portfolio allocations for a live student-run fund. He also gained experience as a Summer Analyst at New England Asset Management, Inc. (NEAM), where he further developed his analytical skills in asset management and capital markets.
Colin holds a Bachelor of Science in Business with a major in Finance and a concentration in Valuation and Portfolio Management from the University of Connecticut School of Business. His expertise encompasses equity research, portfolio management, and financial modeling, specifically focusing on U.S. equities within large- and mid-cap sectors. Colin is recognized for his rigorous analytical approach and dedication to delivering actionable investment insights.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bradley, Foster & Sargent, Inc. | Equity Analyst | May 2025 to Present | - Technology, Retail, & Industrials |
| UConn Student Managed Fund | Fund Manager | Apr 2024 to May 2025 | - $1M student run investment fund |
| New England Asset Management, Inc. (NEAM, Inc.) | Summer Analyst | Apr 2024 to Aug 2024 | — |
| Bradley, Foster & Sargent, Inc. | Spring Equity Research Analyst | Jan 2024 to Apr 2024 | — |
| Berkshire Hathaway HomeServices | Real Estate Investments Intern | May 2023 to Jan 2024 | - Developed high-level investment valuations for large scale investors of multi-family assets while spearheading over twenty million dollars worth of real estate transactions - Collaborated alongside ... |
| Chick-fil-A-Franchise | Operational Manager | Jan 2020 to Jan 2024 | — |
Education
University of Connecticut School of Business
Bachelor of Science in Business, Major in Finance, Concentration in Valuation and Portfolio Management
2021 — 2025
Cromwell High School
High School Diploma
2017 — 2021
Others at Bradley Foster & Sargent Inc/ct (15)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager and Research Analyst | Portland, ME , United States | |
| 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 | |
G Gene Daponte | Portfolio Manager and Executive Vice President | Litchfield, CT , United States |
| Fall Equity Research Analyst | Jacksonville, FL , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Senior Portfolio Manager | YHB Investment Advisors, Inc. | West Hartford, CT , United States | |
| Chief Investment Officer | YHB Investment Advisors, Inc. | West Hartford, CT , United States | |
| Partner | Moneco Advisors, LLC | Harrison, NY , United States | |
| Managing Partner | Moneco Advisors, LLC | New Canaan, CT , United States | |
| Principal | Relyea Zuckerberg Hanson LLC | Stamford, CT , United States |