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Rick Bleser

Rick Bleser

Vice President - Portfolio Manager at ST Germain D J Co. Inc.

Springfield, MA , United States

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

OrganizationRoleDate RangeDetails
St. Germain Investment ManagementVice President - Portfolio ManagerSep 2015 to Present
Berkshire BankChief Investment OfficerJul 2015 to Sep 2015
Berkshire BankDirector of ResearchJan 2013 to Sep 2015
Berkshire BankResearch Analyst and Portfolio ManagerMar 2010 to Jan 2013
Meridian Capital PartnersResearch AnalystJul 2008 to Mar 2010
Paradigm Capital ManagementEquity AnalystFeb 2006 to Jul 2008
The Ayco Company--A Goldman Sachs CompanyClient AnalystAug 2004 to Feb 2006

Education

University at Albany, SUNY

Bachelor of Science, Economics

2000 2004

Skills & Expertise

Portfolio Management
Equity Research
Fixed Income Research
Trading
Hedge Funds
Equities
Alternative Investments
Investments
Bloomberg
Asset Managment
Asset Allocation
Fund Of Funds
Fixed Income
Series 7
Financial Analysis
Securities
Capital Markets
Mutual Funds
Valuation
Financial Modeling
Bloomberg Terminal
Risk Management
Morningstar
Investment Strategies
Strategy
Wealth Management
Sales
Customer Service
Project Management

Others at ST Germain D J Co. Inc. (3)

NameRoleLocation
Sylvia Callan
Sylvia Callan
Portfolio ManagerNorthampton, MA , United States
Thaddeus Welch
Thaddeus Welch
VP Portfolio ManagerJackson, MS , United States
R
Rick B.
Vice President - Portfolio ManagerSpringfield, MA , United States

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