Profil
Mr. Gregory M.
Miller is an Executive Vice President & Portfolio Manager at Bradley, Foster & Sargent, Inc. He is a portfolio manager and a member of the firm’s investment and compensation committee.
He joined the firm after more than 25 years with Bank of America and its predecessor companies (Merrill Lynch, Columbia Management Group, Shawmut Investment Advisors, and Connecticut National Bank).
His responsibilities have included managing investment portfolios for pension funds, mutual funds, and endowments and foundations, and managing all aspects of client relationships.
He has managed both equity-only and balanced accounts with assets under management that have exceeded $1 billion.
Postes actifs de Gregory Michael Miller
| Sociétés | Poste | Début |
|---|---|---|
Bradley, Foster & Sargent, Inc.
Bradley, Foster & Sargent, Inc. Investment ManagersFinance BFS generally invests in the long-term and seeks capital preservation. They utilize fundamental analysis to invest in sound companies with identifiable prospects for earnings growth when the stocks of these companies can be purchased at what they believe to be reasonable valuations. Their investment philosophy includes capital preservation, commitment to equities, reasonable prices, diversification, and the ineffectiveness of market timing. | Membre du Comité d'Investissement | 01/02/2011 |
Anciens postes connus de Gregory Michael Miller
| Sociétés | Poste | Fin |
|---|---|---|
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index). | Gestionnaire de Portefeuille-Actions | 31/01/2011 |
Columbia Management Advisors, Inc.
Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate. | Gestionnaire de Portefeuille-Actions | 30/04/2010 |
Fleet National Bank (Providence, Rhode Island) (Old)
Fleet National Bank (Providence, Rhode Island) (Old) Major BanksFinance Nationally chartered commercial bank | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Brundage, Story & Rose LLC
Brundage, Story & Rose LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Formation de Gregory Michael Miller
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Columbia Management Advisors, Inc.
Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Brundage, Story & Rose LLC
Brundage, Story & Rose LLC Investment ManagersFinance Provides investment advice | Finance |
Bradley, Foster & Sargent, Inc.
Bradley, Foster & Sargent, Inc. Investment ManagersFinance BFS generally invests in the long-term and seeks capital preservation. They utilize fundamental analysis to invest in sound companies with identifiable prospects for earnings growth when the stocks of these companies can be purchased at what they believe to be reasonable valuations. Their investment philosophy includes capital preservation, commitment to equities, reasonable prices, diversification, and the ineffectiveness of market timing. | Finance |
George Washington University
George Washington University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Chicago
The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Connecticut
University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index). | Finance |
Fleet National Bank (Providence, Rhode Island) (Old)
Fleet National Bank (Providence, Rhode Island) (Old) Major BanksFinance Nationally chartered commercial bank | Finance |
















