As a client relationship specialist, Rachael DiBerardino is the primary contact for clients’ day-to-day needs. She has extensive knowledge of both the Schwab and Fidelity institutional platforms. Among her responsibilities are client onboarding, money movement, gifting requests, requests for performance, and tax information. Rachael develops close relationships with her clients to ensure consistent and exceptional service. Rachael also supports our senior portfolio management and wealth planning professionals. We are BFS at 30, and we're just getting started. #BFS30 #BradleyFosterSargent #EmployeeSpotlight #WealthManagement
About us
Bradley, Foster & Sargent was founded in 1994 as a registered investment advisor to support both individuals and institutions in meeting their long-term financial goals through tailored investment management and excellent service. Today, BFS continues its tradition of putting clients first, managing and investing money in each client’s best interest.
- Website
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https://www.bfsinvest.com
External link for Bradley, Foster & Sargent, Inc.
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Hartford, Connecticut
- Type
- Privately Held
- Founded
- 1994
Locations
Employees at Bradley, Foster & Sargent, Inc.
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Josh Peteet
Portfolio Manager at Bradley, Foster & Sargent, Inc.
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Christina Charest
Portfolio Manager Associate at Bradley, Foster & Sargent, Inc.
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Galan G. Daukas, CFA
President & CEO at Bradley, Foster & Sargent, Inc.
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Andrew Gordon, CIA, CFIRS, CFSA
Chief Compliance Officer at Bradley, Foster & Sargent, Inc.
Updates
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BFS Welcomes David J. Dixon As Our New Executive Vice President, Senior Portfolio Manager, and Director of Marketing. Dave held several leadership positions in the investment business prior to joining BFS, most recently as Executive Vice President and Market Leader for Connecticut for Wilmington Trust. He also served as Director of Relationship Management at People’s United Advisors, and Managing Director of the Wealth Management business for Webster Bank. Earlier in his career, he held senior positions at Harbor Capital Management, Fleet Investment Advisors, and Connecticut National Bank. Dave is active in the community serving as the immediate past Chairman of First Tee- Connecticut, former Chairman of the Arthritis Foundation of Connecticut, former Board member of the St. Francis Foundation along with other philanthropic organizations in the greater Hartford community. Welcome Aboard Dave Dixon !
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After a decade in the industry, Olivia Devlin, our Client Relationship Specialist, reflects on the key advice she wishes she could give her younger self. #BFS30 #BradleyFosterSargent #WealthManagement
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BFS employees gathered at the Newport Harbor Island Resort on beautiful Goat Island recently for a memorable and fun-filled weekend in celebration of the firm’s 30th anniversary. Check out our pictures. #topriafirm #companyouting #teambuilding #awardwinningriafirm
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Celebrating 30 years of excellence, we're excited to highlight the exceptional team members behind Bradley, Foster & Sargent's continued success. Meet Felicia Lazor, our Director of Trading. Felicia helps ensure the seamless execution of all equity and fixed income transactions and plays a vital role on our investment committee, guiding our strategic decisions with her expertise. We are BFS at 30, and we're just getting started. #BFS30 #BradleyFosterSargent #EmployeeSpotlight #WealthManagement
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BFS employees gathered at the Newport Harbor Island Resort on beautiful Goat Island recently for a memorable and fun-filled weekend in celebration of the firm’s 30th anniversary. #topriafirm #companyouting #teambuilding #awardwinningriafirm
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What sets us apart is the direct relationship clients have with their portfolio managers. This personal connection leads to more informed and impactful investment decisions. Experience a firm where your interests always come first. #BFS30 #BradleyFosterSargent #EmployeeSpotlight #WealthManagement
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Our investment philosophy is driven by deep analysis and understanding. Led by Rosa Chen, CFA, CPA, our Director of Research, we ensure every portfolio is backed by thorough research on individual stocks and industries. With over 20 years of experience, Rosa’s expertise guides our commitment to transparency and personalized service, helping clients invest with confidence and clarity. https://ow.ly/rARm50TpZOV
How Do We Think About Companies? The Importance of Fundamental Analysis
bfsinvest.com
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As we celebrate our 30th anniversary, we're proud to spotlight the dedicated team members who help drive Bradley, Foster & Sargent forward. Meet Michael C. Schroeder, our Senior Accountant. Michael plays a crucial role in supporting our CFO, ensuring our accounting and human resource functions run smoothly. With extensive experience in financial analysis, cost accounting and general accounting from major corporations such as Assa Abloy, Triumph Group and Meredith Corporation, Michael brings valuable expertise to our team. We are BFS at 30, and we're just getting started. #BFS30 #BradleyFosterSargent #EmployeeSpotlight #WealthManagement
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We believe that true financial leadership goes beyond reacting to market changes; it’s about anticipating them. By combining advanced analytics with a deep understanding of your goals, we craft strategies that not only protect your wealth, but drive its growth. Let’s turn today’s challenges into tomorrow’s opportunities together. #BFS30 #BradleyFosterSargent #WealthManagement #FinancialLeadership