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Michele Matzinger
Portfolio Manager at Bradley Foster & Sargent Inc/ct
About
Michele Lynch Matzinger is a Portfolio Manager and Investment Committee Member at Bradley, Foster & Sargent, Inc. (BFS), based in Hartford, Connecticut. In her current role since 2021, she is responsible for equity portfolio management and oversight, serving private clients, families, non-profits, and institutional investors, with a focus on delivering tailored investment strategies in the equities market.
Prior to her tenure at BFS, Michele held senior leadership positions at New England Asset Management, Inc. (NEAM), including Head of Equity Investments and Co-Head of Equity, where she led equity research and portfolio management for insurance and institutional clients, specializing in financials and consumer services sectors. Her nearly three decades in investment management have been distinguished by expertise in public equity selection, asset allocation, and customized portfolio construction for diverse client needs.
Michele Matzinger holds a Bachelor of Arts degree in Public Policy and Economics from Brown University and is an alumna of The Hotchkiss School. She is recognized for her proficiency in equity investing, commitment to fiduciary standards, and significant contributions to both client portfolios and equity research leadership in the investment industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bradley, Foster & Sargent, Inc. | Portfolio Manager | May 2021 to Present | — |
| New England Asset Management, Inc. (NEAM, Inc.) | Head of Equity, Portfolio Manager | Jan 2016 to Jan 2021 | — |
| New England Asset Management, Inc. (NEAM, Inc.) | Co-Head of Equity, Portfolio Manager | Jan 2014 to Jan 2016 | — |
| New England Asset Management, Inc. (NEAM, Inc.) | Senior Research Analyst | Jan 2008 to Jan 2014 | — |
| Hoover Investment Management | Consultant | Jan 2007 to Dec 2007 | — |
| Apex Capital, LLC | Senior Research Analyst | Nov 2001 to Dec 2006 | — |
| Montgomery Asset Management | Senior Research Analyst | Sep 1996 to Jul 2001 | — |
Education
Brown University
Bachelor of Arts (BA), Dual Concentration in Public Policy and Economics
1988 — 1992
The Hotchkiss School
1985 — 1988
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 | |
| 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 |
| Fall Equity Research Analyst | Jacksonville, FL , United States |
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