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About
James Paldino is a Portfolio Manager at Bradley, Foster & Sargent, Inc., based in Chicago, IL, where he leads equity portfolio management for institutional and individual clients. In this capacity, he is responsible for investment selection, portfolio construction, and ongoing risk oversight, focusing on tailored strategies that align with client objectives. His role situates him in the firm's Chicago office, contributing regional expertise and personalized client service to the firm’s nationwide clientele.
Having joined Bradley, Foster & Sargent in 2020, Paldino advanced through the ranks from Research Analyst to Portfolio Management Associate, before taking on his current portfolio management responsibilities in 2022. His sector experience centers on US and global equities, with a concentration in finance and consumer services, reflecting the firm's core focus and client base.
Paldino holds an MBA from the University of Chicago Booth School of Business and a Bachelor of Arts in Mathematics and Economics from Washington and Lee University. He leverages robust quantitative and analytical expertise to support rigorous security selection and asset allocation for portfolios. Paldino is recognized for his disciplined investment process and commitment to delivering long-term value for clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bradley, Foster & Sargent, Inc. | Portfolio Manager | Feb 2022 to Present | — |
| Bradley, Foster & Sargent, Inc. | Portfolio Management Associate | Oct 2021 to Feb 2022 | — |
| Bradley, Foster & Sargent, Inc. | Research Analyst | Jul 2020 to Oct 2021 | — |
| Bradley, Foster & Sargent, Inc. | Portfolio Management Graduate Intern | Aug 2019 to Sep 2019 | Developed financial models and investment theses for current fund holdings and potential opportunities and presented to investment committee |
| Credit Suisse | Equity Research Associate | Jun 2019 to Aug 2019 | Established coverage of multiple Healthcare IT companies, developing written notes and financial models |
| Cigna | Investment Specialist - Actuarial Executive Development Program | Aug 2016 to Apr 2018 | Developed pricing models for derivative strategy and investing Maximized investment income and optimized cash levels through liquidity management |
| Cigna | Actuarial Executive Development Program Pricing Analyst | Jul 2014 to Aug 2016 | Responsibilities include development of Stop Loss pricing models, claims experience studies and non-standard case level pricing requests |
| M&T Bank | Business Banking BSA and AML Manager | Oct 2013 to Jul 2014 | Responsibilities include, but are not limited to, the development of processes to satisfy new BSA/AML Fed imposed requirements, the implementation of these processes, supporting the sales teams in col... |
| M&T Bank | Business Banking Risk Analyst | Jul 2012 to Oct 2013 | Responsibilities included but were not limited to Operational Risk, Tier II (ACH/Merchant) Risk, Deposit Risk and Federal Reserve CCAR reporting. |
| M&T Bank | Management Development Trainee | Jul 2012 to Mar 2013 | Intensive training program designed to build the technical and leadership skills necessary for a management role. The program consisted of both Core Training and Job-Specific Training in Business Bank... |
Education
The University of Chicago Booth School of Business
Master of Business Administration - MBA
2018 — 2020
Washington and Lee University
Bachelor of Arts (B.A.), Mathematics and Economics
2008 — 2012
Kingswood-Oxford High School
2004 — 2008
Skills & Expertise
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 |
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