BFS’s Chris Sargent discusses stocks, market trends and his firm’s investment philosophy on the Money Life podcast. Listen now.
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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Bradley, Foster & Sargent, Inc. reposted this
The Oasis Group's John O'Connell, MBA had a great time moderating the #cybersecurity panel yesterday at the Wealth Management EDGE Conference, alongside Michael Cocanower, Joe Walker, and Jacqueline Thacik! The intimate setting made for one of the most interactive panels at the conference so far. On the docket tomorrow: John will be leading and moderating the CTO Think Tank, where technology leaders will seek to address the biggest challenges their firms are facing around digital transformation. #WealthStack #WealthTech #WealthManagementEDGE #WMEdge
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🌟 This week, Joe Walker represented BFS as a panelist at the #WealthManagementEDGE conference. His focus was on cybersecurity practices - a critical foundation for successful data mining and AI initiatives. Joe stressed the crucial need for strong cybersecurity to protect both RIAs and their clients. He highlighted the significance of establishing a clear Data Governance framework as an initial measure in securing all data types. Despite the Financial Services sector's enthusiasm for AI projects, prioritizing client safety and privacy is paramount before delving into endeavors like Generative AI and Large Language Models. WealthManagement EDGE brings together industry leaders to explore innovative solutions. From investment strategies to productivity enhancements, this event equips advisors with practical tools for growth. #WealthManagementEDGE #Cybersecurity #AI
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Gold prices are holding steady at record highs. What does that mean for your portfolio? Get answers in our blog. #money #gold #portfoliomanager #marketassesment #goldmarket #etfholdings #inflation #interest #goldreserves
Gold Ascending
bfsinvest.com
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Last night, our BFS team, alongside their families and friends, came together to cheer on the Yard Goats at our annual Hartford Yard Goats Baseball outing. It's always great to see another victory for our home team! #hartfordyardgoats🐐⚾️ #teamouting
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Bull markets don’t die of old age—it’s often global shocks that deal the fatal blow. Learn more in our Q1 2024 Outlook. #marketforecast #stocks #investments #RIA #stockmarket #wallstreet #money #finance #federalreserve #earnings #marketvaluation
Is the Stock Market Currently a Bubble?
bfsinvest.com
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We are now accepting applications for our fall internship program! We invite all interested candidates to apply by August 16th. https://lnkd.in/gaeNq8mj #internship #wealthmanagement #mentorship #investmentmanagement #fallinternship
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The Federal Reserve and the Mag 7—How Long Can Two Irresistible Forces Co-exist? Watch our video to learn more. https://lnkd.in/e-VXMk6K #taxplanning #taxreturn #taxes #federalreserve #inflation #marketassesment #economy #covid #sp500 #nasdaq #stocks #stockmarket
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Bradley, Foster & Sargent, Inc. reposted this
Bradley, Foster & Sargent has been named among the “Best Places to Work in Connecticut” for 2024 by the Hartford Business Journal. This is the second consecutive year the firm has earned this distinction. “Having a team that is engaged and thriving is critical to the success of our firm,” said Galan Daukas, President and CEO of Bradley, Foster & Sargent, Inc. “Our people work hard to assure that our clients are getting the best results on their investments and they deserve to be treated well. This recognition gives us confidence that we are providing the benefits, opportunities and accommodations that create a culture of excellence and belonging.” Read entire story: https://lnkd.in/edjRfFqN #bestplacetowork #workculture #culturematters