Profil
Ms. Michele L.
Matzinger, CFA, is a Portfolio Manager at Bradley, Foster & Sargent, Inc. She is a portfolio manager and a member of the investment committee.
Previously, she was head of equities and a portfolio manager at New England Asset Management, an institutional money manager.
There she was responsible for managing two active equity strategies, Focused Value Equity and Dividend Select, as part of her duties managing client portfolios and constructing overall equity allocations.
She began her career in 1994 and has over 25 years of experience in investment research and portfolio management at institutional firms such as Jurika & Voyles, Montgomery Asset Management, Apex Capital, and Hoover Investment Management.
Postes actifs de Michele Lynch Matzinger
| 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 | 01/05/2021 |
Anciens postes connus de Michele Lynch Matzinger
| Sociétés | Poste | Fin |
|---|---|---|
New England Asset Management, Inc.
New England Asset Management, Inc. Investment ManagersFinance NEAM seeks to provide competitive total rates of return over a market cycle, while generating stable and rising levels of net investment income. | Head-Equity Investments | - |
Formation de Michele Lynch Matzinger
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 | 3 |
|---|---|
New England Asset Management, Inc.
New England Asset Management, Inc. Investment ManagersFinance NEAM seeks to provide competitive total rates of return over a market cycle, while generating stable and rising levels of net investment income. | 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 |
Brown University
Brown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















