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Greg Miller

Portfolio Manager at Bradley Foster & Sargent Inc/ct

Hartford, CT , United States

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

OrganizationRoleDate RangeDetails
Bradley, Foster & Sargent, Inc.Portfolio ManagerFeb 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 ManagementSenior Portfolio ManagerJan 1985 to Jan 2009
Fleet Investment AdvisorsPortfolio ManagerJan 1985 to Jan 2005
Shawmut Investment AdvisorsPortfolio ManagerJan 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)

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
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
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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