Joseph Ciarleglio

Joseph Ciarleglio serves as a Portfolio Manager and Research Analyst at Bradley, Foster & Sargent, Inc., where he is based in New York, NY. In this capacity, he is responsible for managing client investment portfolios and conducting research to guide firm investment strategies, contributing to both individual and institutional asset management initiatives.

He focuses on portfolio construction, security selection, and ongoing investment analysis for a diverse client base, including high-net-worth individuals and institutional clients. His specific investment focus encompasses equities and fixed income, working within a firm recognized for offering customized portfolio management and financial planning services.

Ciarleglio’s career at Bradley, Foster & Sargent began in 2013, and he holds both a Bachelor of Science and an MBA in Finance from the University of Connecticut School of Business. His expertise in research-driven investing and broad experience in portfolio management underpin his role in supporting the firm’s $6.8 billion in assets under management.