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About
Christopher Sargent is Co-Founder and Principal at Sargent Investment Group, based in Washington, DC, where he leads the firm's investment strategy and client advisory services. With more than five decades of experience, he is responsible for portfolio construction and overseeing wealth management for a diverse clientele, specializing in multigenerational family wealth and fiduciary advisory.
Mr. Sargent focuses on public equities, fixed income, and comprehensive financial planning, drawing on substantial expertise developed through a long career at prominent Wall Street institutions. He has earned recognition for his client-first approach and his firm's multibillion-dollar portfolio, serving over two hundred families with a team-driven, transparent fiduciary model.
Prior to Sargent Investment Group, he began his investment career at Auchincloss, Parker and Redpath in 1966, continuing as Managing Director - Investments at Sargent Investment Group of Wells Fargo Advisors until 2018. Mr. Sargent holds a degree from Williams College and is acknowledged for his commitment to integrity and long-term value creation in the investment industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sargent Investment Group | Principal | Aug 2018 to Present | Please contact me by e-mail at [email protected] or by phone at 202-580-6400. I cannot respond to messages through LinkedIn. |
| Sargent Investment Group of Wells Fargo Advisors | Managing Director - Investments | Jan 1966 to Aug 2018 | — |
Education
Williams College
Skills & Expertise
Others at Sargent Investment Group, LLC (1)
| Name | Role | Location |
|---|---|---|
| Portfolio Management and Trading | Bethesda, MD , United States |
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