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Gene Daponte

Portfolio Manager and Executive Vice President at Bradley Foster & Sargent Inc/ct

Litchfield, CT , United States

About

Gene Daponte serves as Portfolio Manager and Executive Vice President at Bradley, Foster & Sargent, Inc., based in Litchfield, Connecticut. In this leadership role, he is responsible for constructing and managing investment portfolios, working with clients on tailored asset allocation strategies, and contributing to the firm's overall investment policy.

Daponte's expertise spans equity and fixed income markets, with a particular focus on high-net-worth individuals, families, and institutional clients. He draws on more than two decades of experience in portfolio management and client advisory, most notably his previous tenure as Senior Relationship Manager at People's United Advisors, where he supported comprehensive wealth management needs from 2000 to 2022.

He holds a Master of Science in Taxation from the University of Hartford and a Bachelor of Science in Accounting from the University of Connecticut School of Business. Daponte is recognized for his deep knowledge in taxation, accounting, and portfolio construction, leveraging these skills to address complex investment challenges and deliver client-focused solutions.

Career History

OrganizationRoleDate RangeDetails
Bradley, Foster & Sargent, Inc.Portfolio Manager and Executive Vice PresidentFeb 2022 to Present
People's United AdvisorsSr. Relationship ManagerApr 2000 to Feb 2022

Education

University of Hartford

Master of Science - MS, Taxation

1990 1995

University of Connecticut School of Business

Bachelor of Science - BS, Accounting

1982 1986

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
Colin McCarroll
Colin McCarroll
Equity AnalystHartford, 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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