Sign in

You're signed outSign in or to get full access.

Peter Kirschenbaum

Peter Kirschenbaum

Portfolio Manager at Bradley Foster & Sargent Inc/ct

Hartford, CT , United States

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

OrganizationRoleDate RangeDetails
Bradley, Foster & Sargent, Inc.Portfolio ManagerNov 2021 to Present
People's United AdvisorsSenior Portfolio ManagerMay 2018 to Nov 2021
Olson Mobeck Investment Advisors (Now People’s United Advisors)Senior Portfolio ManagerJun 2000 to Nov 2021

Education

University of Massachusetts Amherst

1983 1987

Skills & Expertise

Portfolio Management
Equities
Investment Management
Hedge Funds
Asset Managment

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
M
Michele Matzinger
Portfolio ManagerWest Hartford, 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

Similar Fund Managers

NameRoleFundLocation
Byron Nilsson
Byron Nilsson
Senior Portfolio ManagerYHB Investment Advisors, Inc.West Hartford, CT , United States
Dennis Hannigan
Dennis Hannigan
Chief Investment OfficerYHB Investment Advisors, Inc.West Hartford, CT , United States
Byrke Sestok
Byrke Sestok
PartnerMoneco Advisors, LLCHarrison, NY , United States
Derrek Metz
Derrek Metz
Managing PartnerMoneco Advisors, LLCNew Canaan, CT , United States
Lauren Rowland
Lauren Rowland
PrincipalRelyea Zuckerberg Hanson LLCStamford, CT , United States