Profile
Mr. Jeffrey M.
Liguori is a Chairman at Ocean Community YMCA and an Executive Vice President & Senior Portfolio Manager at Bradley, Foster & Sargent, Inc. He is on the Board of Directors at Cardinal Hayes Home for Children at Millbrook New York.
He brings over 23 years of broad investment experience to BFS.
Mr. Liguori was previously employed as a Partner & Chief Investment Officer by Napatree Capital LLC and a Director of Investments by The Washington Trust Co. of Westerly (Investment Management).
He received his undergraduate degree from Boston College and an MBA from Babson College.
Jeff Liguori active positions
| Companies | Position | Start |
|---|---|---|
Ocean Community YMCA
Ocean Community YMCA Media ConglomeratesConsumer Services Operates as a nonprofit organization which offers recreational programs and services | Chairman | - |
Cardinal Hayes Home for Children at Millbrook New York
Cardinal Hayes Home for Children at Millbrook New York Medical/Nursing ServicesHealth Services Provides residential care services 8399 | Director/Board Member | - |
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. | Investment Committee Member | - |
Former positions of Jeff Liguori
| Companies | Position | End |
|---|---|---|
Napatree Capital LLC
Napatree Capital LLC Investment ManagersFinance Provides investment advice | Founder | - |
The Washington Trust Co. of Westerly (Investment Management)
The Washington Trust Co. of Westerly (Investment Management) Investment ManagersFinance WTC-IM employs top-down analysis to determine sector allocation, project interest and inflation rates, identify market trends and evaluate the overall economic outlook. Stocks identified in the firm's initial screening process are then subjected to bottom-up analysis. They invest in fixed-income securities, adjusting asset allocation according to their perception of top-down factors. | Director of Investments | - |
Training of Jeff Liguori
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
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 |
The Washington Trust Co. of Westerly (Investment Management)
The Washington Trust Co. of Westerly (Investment Management) Investment ManagersFinance WTC-IM employs top-down analysis to determine sector allocation, project interest and inflation rates, identify market trends and evaluate the overall economic outlook. Stocks identified in the firm's initial screening process are then subjected to bottom-up analysis. They invest in fixed-income securities, adjusting asset allocation according to their perception of top-down factors. | Finance |
Babson College
Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Boston College
Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ocean Community YMCA
Ocean Community YMCA Media ConglomeratesConsumer Services Operates as a nonprofit organization which offers recreational programs and services | Consumer Services |
Cardinal Hayes Home for Children at Millbrook New York
Cardinal Hayes Home for Children at Millbrook New York Medical/Nursing ServicesHealth Services Provides residential care services 8399 | Health Services |
Napatree Capital LLC
Napatree Capital LLC Investment ManagersFinance Provides investment advice | Finance |
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