Josh Peteet

Josh Peteet is a Portfolio Manager at Bradley, Foster & Sargent, Inc., a Wellesley, MA-based investment management firm. He has held this role since September 2015, where he is responsible for managing client portfolios and contributing to the firm's investment strategy as a member of the Investment Committee. His responsibilities include overseeing equity investments and participating in key decision-making processes for portfolio construction and asset allocation.

Peteet specializes in equity investments, with a focus on identifying and managing opportunities across a range of sectors and industries. His expertise lies in fundamental analysis and portfolio management, leveraging both quantitative and qualitative research to drive investment outcomes. He is actively involved in shaping the firm's equity strategies and ensuring alignment with client objectives.

Prior to joining Bradley, Foster & Sargent, Peteet served as Assistant Vice President at State Street and held various roles at Greylock McKinnon Associates, culminating as a Senior Associate. He holds an MBA from Yale School of Management, a Bachelor of Engineering and Master of Science from Dartmouth College, and an AB from Bowdoin College. His educational background and professional experience have equipped him with a strong foundation in finance, investment management, and strategic analysis.