Michele Lynch Matzinger
Mitglied des Investmentausschusses bei Bradley, Foster & Sargent, Inc.
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.
Aktive Positionen von Michele Lynch Matzinger
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Mitglied des Investmentausschusses | 01.05.2021 |
Ehemalige bekannte Positionen von Michele Lynch Matzinger
| Unternehmen | Position | Ende |
|---|---|---|
New England Asset Management, Inc.
 New England Asset Management, Inc. Investment ManagersFinance New England Asset Management, Inc. (NEAM) is a SEC-registered investment advisor headquartered in Farmington, Connecticut. The firm was founded in 1984 and formerly known as General Re New England Asset Management, Inc. They are a wholly-owned subsidiary of General Re Corp., which is wholly owned by Berkshire Hathaway, Inc. (NYSE: BRK). NEAM provides investment management services primarily to insurance companies (affiliated and unaffiliated with NEAM). The firm also provides investment management services for governmental entities, a pension/profit sharing plan account, pooled investment vehicles and high-net-worth individuals. NEAM manages assets of an insurance company client that includes a charitable organization account. | Head-Equity Investments | - |
Ausbildung von Michele Lynch Matzinger
| Brown University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
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 |
New England Asset Management, Inc.
New England Asset Management, Inc. Investment ManagersFinance New England Asset Management, Inc. (NEAM) is a SEC-registered investment advisor headquartered in Farmington, Connecticut. The firm was founded in 1984 and formerly known as General Re New England Asset Management, Inc. They are a wholly-owned subsidiary of General Re Corp., which is wholly owned by Berkshire Hathaway, Inc. (NYSE: BRK). NEAM provides investment management services primarily to insurance companies (affiliated and unaffiliated with NEAM). The firm also provides investment management services for governmental entities, a pension/profit sharing plan account, pooled investment vehicles and high-net-worth individuals. NEAM manages assets of an insurance company client that includes a charitable organization account. | Finance |
