Rick Bleser
Vice President - Portfolio Manager at ST Germain D J Co. Inc.
About
Rick Bleser is Vice President and Portfolio Manager at St. Germain Investment Management in Springfield, MA, where he manages custom investment portfolios for individuals, institutions, and trusts. His responsibilities include portfolio construction, asset allocation, and direct management of both equity and fixed income investments, supported by deep market analysis and a rigorous approach to client objectives.
Bleser covers a broad range of asset classes, with a specialization in equities and fixed income securities, utilizing data-driven methodologies to manage risk and optimize returns. He is actively involved in fundamental analysis, market research, and trading activities, ensuring portfolios reflect current macroeconomic trends and sector dynamics.
Before joining St. Germain in 2015, Bleser was Chief Investment Officer and previously Director of Research at Berkshire Bank, where he was responsible for investment strategy and research oversight. He holds a Bachelor of Science in Economics from the University at Albany, SUNY, and is recognized for his analytical acumen and leadership in asset management within the regional finance sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| St. Germain Investment Management | Vice President - Portfolio Manager | Sep 2015 to Present | — |
| Berkshire Bank | Chief Investment Officer | Jul 2015 to Sep 2015 | — |
| Berkshire Bank | Director of Research | Jan 2013 to Sep 2015 | — |
| Berkshire Bank | Research Analyst and Portfolio Manager | Mar 2010 to Jan 2013 | — |
| Meridian Capital Partners | Research Analyst | Jul 2008 to Mar 2010 | — |
| Paradigm Capital Management | Equity Analyst | Feb 2006 to Jul 2008 | — |
| The Ayco Company--A Goldman Sachs Company | Client Analyst | Aug 2004 to Feb 2006 | — |
Education
University at Albany, SUNY
Bachelor of Science, Economics
2000 — 2004
Skills & Expertise
Others at ST Germain D J Co. Inc. (3)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Northampton, MA , United States | |
| VP Portfolio Manager | Jackson, MS , United States | |
R Rick B. | Vice President - Portfolio Manager | Springfield, MA , United States |
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