Rick B.

Rick Bleser is Vice President and Portfolio Manager at St. Germain Investment Management, based in Springfield, MA. In his current role, he manages client investment portfolios, oversees trading operations, and performs analytical duties across both equity and fixed income asset classes. His responsibilities include ensuring appropriate asset allocation and risk management according to client goals and time horizons, with a focus on diversified portfolios comprising stocks and bonds.

Rick specializes in constructing and managing portfolios that cover a broad range of sectors, including U.S. equities, corporate and municipal bonds, and other traditional asset classes. His expertise spans both equity and fixed income securities, with a commitment to analytical rigor and tailored investment solutions based on client needs.

Prior to joining St. Germain, Rick served as Chief Investment Officer and Director of Research at Berkshire Bank, where he led investment strategy and research efforts from 2013 to 2015. While his formal educational credentials are not publicly documented, his career demonstrates deep proficiency in portfolio management and investment analysis. Rick is recognized for his contributions to investment strategy and portfolio construction within regional wealth management, particularly in the Springfield, MA market.