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About
Thomas Sargent is a Principal at Bradley, Foster & Sargent, Inc., a Hartford-based investment advisory firm where he plays a key leadership role in portfolio management and strategic client engagement. His responsibilities include overseeing the development of customized investment strategies for high-net-worth individuals and institutional clients, ensuring investments align closely with clients’ long-term financial goals and risk profiles.
Sargent's investment expertise encompasses a broad range of asset classes, with a particular focus on equity and fixed income portfolios tailored to wealth management and institutional mandates. Prior to joining Bradley, Foster & Sargent in 2000, he served on the executive committee at Conning & Company, where he gained extensive experience managing investments for insurance companies and institutional clients.
He holds an MBA from The Tuck School of Business at Dartmouth and a BA in Economics & History from Union College. Throughout his career, Sargent has contributed significantly to the investment industry, offering deep expertise in portfolio construction, investment research, and client relationship management within the wealth management and institutional investment sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bradley, Foster & Sargent, Inc. | Principal | Sep 2000 to Present | Joined Bradley, Foster & Sargent in September, 2000 as a Principal and Executive Vice President. Currently is the Chief Investment Officer, Chairman of the Investment Committee and a Portfolio Manager... |
| Conning & Company | Member of Executive Committee | Jan 1986 to Jan 2000 | Managed institutional business from 1986 to 2000. Served as a Member of Conning’s Executive Committee with responsibility for Equity Research, Institutional Sales, and Equity Trading. Also a Principal... |
Education
The Tuck School of Business at Dartmouth
Master of Business Administration - MBA
Union College
Bachelor of Arts - BA, Economics & History
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 |
| Portfolio Manager | 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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