You're signed outSign in or to get full access.
About
Peter Jay Kirschenbaum is currently a Portfolio Manager and member of the investment committee at Bradley, Foster & Sargent, Inc., an independent, SEC-registered investment advisory firm headquartered in Hartford, Connecticut. In this role, he is responsible for managing equity portfolios and developing investment strategies for a diverse client base, including individuals, families, non-profits, and institutions.
His investment focus centers on large-cap equities across sectors such as technology (including holdings like Microsoft and Apple), financials (JPMorgan Chase), consumer discretionary (Amazon), and energy (Exxon Mobil), reflecting a broad, multi-sector expertise within equity management. Peter oversees portfolio allocations and strategies designed to achieve long-term growth and manage risk for clients, frequently working with top holdings from the S&P 500 and the broader U.S. equity market.
Peter brings more than two decades of portfolio management experience, having previously served as Senior Portfolio Manager at People's United Advisors and Olson Mobeck Investment Advisors. He holds an undergraduate degree from the University of Massachusetts Amherst, and is recognized for his deep expertise in equity research, client advisory, and active portfolio construction.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bradley, Foster & Sargent, Inc. | Portfolio Manager | Nov 2021 to Present | — |
| People's United Advisors | Senior Portfolio Manager | May 2018 to Nov 2021 | — |
| Olson Mobeck Investment Advisors (Now People’s United Advisors) | Senior Portfolio Manager | Jun 2000 to Nov 2021 | — |
Education
University of Massachusetts Amherst
1983 — 1987
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 |
| 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 |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Senior Portfolio Manager | YHB Investment Advisors, Inc. | West Hartford, CT , United States | |
| Chief Investment Officer | YHB Investment Advisors, Inc. | West Hartford, CT , United States | |
| Partner | Moneco Advisors, LLC | Harrison, NY , United States | |
| Managing Partner | Moneco Advisors, LLC | New Canaan, CT , United States | |
| Principal | Relyea Zuckerberg Hanson LLC | Stamford, CT , United States |