Profile
Mr. Christopher S.
Sargent is a Principal & Financial Advisor at Sargent Investment Group LLC.
He has over 50 years of experience in the industry.
Mr. Sargent began his career at Auchincloss, Parker and Redpath in 1966 and remained with the firm through its successors — Thomson McKinnon, Prudential Securities, Wachovia Securities and Wells Fargo Advisors.
He holds a Bachelor’s degree from Williams College in Williamstown, Massachusetts.
Chris Sargent active positions
| Companies | Position | Start |
|---|---|---|
Sargent Investment Group LLC
Sargent Investment Group LLC Investment ManagersFinance SIG begins the investment process by defining a client’s current situation and long-term investment goals. Their primary investment execution is through individual equity and fixed income securities, mutual funds and ETFs, which are combined into a customized, proprietary asset allocation for each client. The firm may also incorporate alternative and third-party manager’s investments within the client’s asset allocation. | Founder | 2018-03-31 |
Training of Chris Sargent
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1st degree connections
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Linked companies
| Private companies | 2 |
|---|---|
Williams College
Williams College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sargent Investment Group LLC
Sargent Investment Group LLC Investment ManagersFinance SIG begins the investment process by defining a client’s current situation and long-term investment goals. Their primary investment execution is through individual equity and fixed income securities, mutual funds and ETFs, which are combined into a customized, proprietary asset allocation for each client. The firm may also incorporate alternative and third-party manager’s investments within the client’s asset allocation. | Finance |
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