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About
Greg Miller is a Portfolio Manager at Bradley, Foster & Sargent, Inc., an investment advisory firm based in Hartford, Connecticut. In his current role, he oversees portfolio construction and asset allocation, providing tailored investment solutions for clients including institutions and nonprofit organizations, with particular expertise in endowment and foundation investing. His responsibilities include designing investment policy statements, managing client relationships, and delivering financial advisory services.
Greg specializes in managing multi-asset portfolios across sectors such as equities, fixed income, and alternative investments, with significant focus on institutional asset management for endowments and nonprofit organizations. He is known for integrating governance, fiduciary policy, and long-term capital growth strategies to meet the unique objectives of his clients.
With an investment management career spanning over three decades, Greg previously served as Senior Portfolio Manager at Columbia Management and as Portfolio Manager at Fleet Investment Advisors. He holds a JD from the University of Connecticut School of Law, an MBA in Finance from The University of Chicago Booth School of Business, and a BA in Business from The George Washington University School of Business. His notable contributions include thought leadership on best practices for institutional investment policy development and compliance.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bradley, Foster & Sargent, Inc. | Portfolio Manager | Feb 2011 to Present | I work with individuals, families and institutions to help them achieve their overall goals and objectives. I seek to develop, long-lasting and meaningful relationships with clients to assist them wi... |
| Columbia Management | Senior Portfolio Manager | Jan 1985 to Jan 2009 | — |
| Fleet Investment Advisors | Portfolio Manager | Jan 1985 to Jan 2005 | — |
| Shawmut Investment Advisors | Portfolio Manager | Jan 1985 to Jan 2005 | — |
Education
University of Connecticut School of Law
JD, Law
1987 — 1991
The University of Chicago Booth School of Business
MBA, Finance
1983 — 1985
The George Washington University School of Business
BA, Business
1978 — 1982
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 | |
| 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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|---|---|---|---|
| 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 |