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Jake Hogan
Fall Equity Research Analyst at Bradley Foster & Sargent Inc/ct
About
Jake Hogan serves as a Fall Equity Research Analyst at Bradley, Foster & Sargent, Inc. in Jacksonville, FL, where he conducts in-depth equity research and supports investment strategies for the firm’s clients. His current responsibilities include financial analysis and coverage of public equities, with a particular focus on sector-specific trends and fundamental valuation models.
Jake's investment experience spans multiple asset classes, including domestic equities, fixed income, and international equities, as demonstrated by his prior roles as Portfolio Analyst at the Trinity College Student Investment Fund. In these roles, he specialized in fixed income instruments and global equity markets, contributing to portfolio construction and security selection based on macroeconomic insights and sector analysis.
He holds a Bachelor of Science in Economics from Trinity College-Hartford and is an alumnus of The Bolles School. Jake is recognized for his strong analytical skills and his ability to evaluate complex financial data, with distinct expertise in U.S. equities, international stocks, and fixed income securities. While early in his professional career, his contributions to collegiate investment fund management and current analytical role at Bradley, Foster & Sargent, Inc. highlight his commitment to rigorous financial research and investment excellence.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bradley, Foster & Sargent, Inc. | Fall Equity Research Analyst | Sep 2025 to Present | Equity Research |
| Trinity College Student Investment Fund | Portfolio Analyst - Fixed Income | Sep 2024 to Present | Fixed Income Group |
| Trinity College Student Investment Fund | Portfolio Analyst - International Equities | Aug 2023 to Oct 2024 | International Equities Group |
| Musket Corp. | Commodity Trading Intern | May 2025 to Aug 2025 | Refined Products Trading Ops - GC Gasoline |
| Corner Lot | Real Estate Development Intern | May 2024 to Jul 2024 | - Corner Lot is the leading independent, privately-owned real estate development firm in Northeast Florida with business lines that include residential, commercial, multi-family, and mixed-use develop... |
| Connecticut Children's | Junior Strategic Investment Analyst Intern | Jan 2024 to May 2024 | Early Stage Healthcare VC |
Education
Trinity College-Hartford
Bachelor of Science - BS, Economics
2023 — 2027
The Bolles School
2008 — 2023
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 | |
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 |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| 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 |