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Michele Matzinger

Portfolio Manager at Bradley Foster & Sargent Inc/ct

West Hartford, CT , United States

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

OrganizationRoleDate RangeDetails
Bradley, Foster & Sargent, Inc.Portfolio ManagerMay 2021 to Present
New England Asset Management, Inc. (NEAM, Inc.)Head of Equity, Portfolio ManagerJan 2016 to Jan 2021
New England Asset Management, Inc. (NEAM, Inc.)Co-Head of Equity, Portfolio ManagerJan 2014 to Jan 2016
New England Asset Management, Inc. (NEAM, Inc.)Senior Research AnalystJan 2008 to Jan 2014
Hoover Investment ManagementConsultantJan 2007 to Dec 2007
Apex Capital, LLCSenior Research AnalystNov 2001 to Dec 2006
Montgomery Asset ManagementSenior Research AnalystSep 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

Investments
Portfolio Management
Equities
Corporate Credit
Research
Financial Modeling
Business Analysis
Valuation

Others at Bradley Foster & Sargent Inc/ct (15)

NameRoleLocation
Chris Sargent
Chris Sargent
Portfolio Manager and Research AnalystPortland, ME , United States
Felicia Lazor
Felicia Lazor
TraderHartford, CT , United States
Genevieve Koumentakos
Genevieve Koumentakos
Securities TraderPlano, TX , United States
G
Greg Miller
Portfolio ManagerHartford, CT , United States
Josh Peteet
Josh Peteet
Portfolio ManagerWellesley, MA , United States
Peter Kirschenbaum
Peter Kirschenbaum
Portfolio ManagerHartford, CT , United States
Thomas Sargent
Thomas Sargent
PrincipalHartford, CT , United States
Colin McCarroll
Colin McCarroll
Equity AnalystHartford, CT , United States
G
Gene Daponte
Portfolio Manager and Executive Vice PresidentLitchfield, CT , United States
Jake Hogan
Jake Hogan
Fall Equity Research AnalystJacksonville, FL , United States
Showing 1-10 of 15 team members

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