Sign in

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

Christopher Sargent

Christopher Sargent

Principal at Sargent Investment Group, LLC

Washington, DC , United States

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

OrganizationRoleDate RangeDetails
Sargent Investment GroupPrincipalAug 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 AdvisorsManaging Director - InvestmentsJan 1966 to Aug 2018

Education

Williams College

Skills & Expertise

Financial Guidance
business asset management and planning
Estate investment planning
retirement planning services
Microsoft Excel
Corporate Finance
Public Speaking

Others at Sargent Investment Group, LLC (1)

NameRoleLocation
Timothy Pang
Timothy Pang
Portfolio Management and TradingBethesda, MD , United States

Similar Fund Managers

NameRoleFundLocation
D
Devin Sullivan
Portfolio AnalystProfund Advisors LLCBethesda, MD , United States
S
Sarah Abdow
AnalystProfund Advisors LLCOakton, VA , United States
A
Andrew Schenker
Chief Investment OfficerHeritage Investors Management Corp.Bethesda, MD , United States
Craig Lukin
Craig Lukin
Portfolio ManagerHeritage Investors Management Corp.Bethesda, MD , United States
D
David Malmgren
Senior Portfolio ManagerFulton Breakefield Broenniman LLCWashington, DC , United States
Jaime Quiros
Jaime Quiros
Senior Portfolio ManagerFulton Breakefield Broenniman LLCRockville, MD , United States