Josh Peteet
Membre du Comité d'Investissement chez Bradley, Foster & Sargent, Inc.
Profil
Mr. Joshua O.
Peteet is a Portfolio Manager at Bradley, Foster & Sargent, Inc. He is a portfolio manager and a member of the investment committee.
His primary responsibility is working with clients to help them achieve their investment goals through comprehensive wealth planning and investment management.
Previously, he was an assistant vice president in State Street’s investment and risk research group.
Earlier, he was a senior associate at Greylock McKinnon Associates, an economic consulting firm in Cambridge, MA.
Postes actifs de Josh Peteet
Sociétés | Poste | Début |
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Bradley, Foster & Sargent, Inc.
Bradley, Foster & Sargent, Inc. Investment ManagersFinance Bradley, Foster & Sargent, Inc. (BFS) is an independent, SEC-registered investment management firm headquartered in Hartford, Connecticut. The firm was founded in 1994 by Robert Bradley III, Timothy Foster, and Joseph Sargent. BFS provides investment advisory services for individuals, families, non-profits, institutions, a mutual fund, and a private investment fund. | Membre du Comité d'Investissement | 01/09/2015 |
Formation de Josh Peteet
Bowdoin College | Undergraduate Degree |
Thayer School of Engineering At Dartmouth | Graduate Degree |
Yale School of Management | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
Entreprise privées | 1 |
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Bradley, Foster & Sargent, Inc.
Bradley, Foster & Sargent, Inc. Investment ManagersFinance Bradley, Foster & Sargent, Inc. (BFS) is an independent, SEC-registered investment management firm headquartered in Hartford, Connecticut. The firm was founded in 1994 by Robert Bradley III, Timothy Foster, and Joseph Sargent. BFS provides investment advisory services for individuals, families, non-profits, institutions, a mutual fund, and a private investment fund. | Finance |