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About
Genevieve Koumentakos is a Securities Trader at Bradley, Foster & Sargent, Inc., based in Plano, TX. In her current role since February 2024, she oversees securities trading operations, with a focus on equity and fixed income assets in private client portfolios. Her responsibilities include executing trades, monitoring market conditions, and collaborating with portfolio managers to contribute to client investment strategies.
She began her investment career with Bradley, Foster & Sargent, Inc. as an Operations Specialist from 2020 to 2024, where she supported front-office functions and assisted with business operations, helping streamline processes within the firm. Her background includes sales experience at boutique retailers, complementing her skills in client service and communication.
Genevieve holds a B.S. in Business Administration and Management from High Point University, graduating in 2020. She is known for her operational expertise and growing specialization in securities trading for high-net-worth individuals, with exposure to both equity and fixed income markets. Her career reflects strong analytical capabilities and effective cross-functional collaboration within investment management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bradley, Foster & Sargent, Inc. | Securities Trader | Feb 2024 to Present | — |
| Bradley, Foster & Sargent, Inc. | Operations Specialist | Jun 2020 to Feb 2024 | • Provide operational support to the trading desk: aiding in generating and analyzing reports, completing account cross checks, maintaining account restrictions within internal and custodian databases... |
| Cousin Earl & Odonata | Boutique Sales Associate | Dec 2021 to Dec 2022 | • Provide excellent customer service while assisting customers and completing transactions. • Maintain store cleanliness and appearance by creating merchandise displays and rotating the products weekl... |
| Canadian American Mining Co. | Business Intern | Jun 2019 to Aug 2019 | • Assisted day-to-day operations of the mining business including traveling to several mining properties which evolved into a corporate partnership. • Supported the design, development, and implementa... |
| Celebration Obstetrics and Gynecology | Business and Marketing Intern | May 2018 to Aug 2018 | • Developed standard operating procedures (SOP) for nonclinical staff used for hiring, training, and evaluation. • Established a social media strategy and wrote content to increase brand awareness, en... |
Education
High Point University
B.S. in Business Administration, Business Administration and Management, General
2016 — 2020
Williston Northampton School
High School Diploma
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 |
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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 | Chief Investment Officer | YHB Investment Advisors, Inc. | West Hartford, CT , United States |
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