![Peter Jay Kirschenbaum](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Peter Jay Kirschenbaum
Membre du Comité d'Investissement chez
Bradley, Foster & Sargent, Inc.
Profil
Mr. Peter J.
Kirschenbaum is a Portfolio Manager at Bradley, Foster & Sargent, Inc. He is a portfolio manager and a member of the investment committee.
Mr. Kirschenbaum is a trusted advisor to many of the firm’s largest and most complex personal and institutional clients.
He began his portfolio management career at Olson Mobeck Investment Advisors in 2000.
Earlier, he was a senior financial consultant with Citizens Investment Services and an investment officer with First Union Capital Management and Fleet Management.
Postes actifs de Peter Jay Kirschenbaum
| 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 | 01/11/2021 |
Anciens postes connus de Peter Jay Kirschenbaum
| Sociétés | Poste | Fin |
|---|---|---|
Citizens Securities, Inc.
 Citizens Securities, Inc. Investment ManagersFinance Provides investment advice | Consultant / Advisor | 31/12/1999 |
Olson Mobeck Investment Advisors, Inc.
 Olson Mobeck Investment Advisors, Inc. Investment ManagersFinance Olson Mobeck Investment Advisors' investment approach focuses on determining an appropriate long-term target asset allocation mix to meet each client's needs and objectives. The firm invests assets across stock, bond and mutual fund asset classes to provide clients with the highest returns consistent with their stated risk tolerance. | Gestionnaire de Portefeuille-Actions | - |
Formation de Peter Jay Kirschenbaum
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
71
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Olson Mobeck Investment Advisors, Inc.
Olson Mobeck Investment Advisors, Inc. Investment ManagersFinance Olson Mobeck Investment Advisors' investment approach focuses on determining an appropriate long-term target asset allocation mix to meet each client's needs and objectives. The firm invests assets across stock, bond and mutual fund asset classes to provide clients with the highest returns consistent with their stated risk tolerance. | 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 |
Citizens Securities, Inc.
Citizens Securities, Inc. Investment ManagersFinance Provides investment advice | Finance |
University of Massachusetts
 University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
