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Colin McCarroll

Colin McCarroll

Equity Analyst at Bradley Foster & Sargent Inc/ct

Hartford, CT , United States

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

OrganizationRoleDate RangeDetails
Bradley, Foster & Sargent, Inc.Equity AnalystMay 2025 to Present
- Technology, Retail, & Industrials
UConn Student Managed FundFund ManagerApr 2024 to May 2025
- $1M student run investment fund
New England Asset Management, Inc. (NEAM, Inc.)Summer AnalystApr 2024 to Aug 2024
Bradley, Foster & Sargent, Inc.Spring Equity Research AnalystJan 2024 to Apr 2024
Berkshire Hathaway HomeServicesReal Estate Investments InternMay 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-FranchiseOperational ManagerJan 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)

NameRoleLocation
Chris Sargent
Chris Sargent
Portfolio Manager and Research AnalystPortland, ME , United States
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
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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