Michele Lynch Matzinger
Investment Committee Member at Bradley, Foster & Sargent, Inc.
Profile
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.
Michele Lynch Matzinger active positions
| Companies | Position | Start |
|---|---|---|
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. | Investment Committee Member | 2021-04-30 |
Former positions of Michele Lynch Matzinger
| Companies | Position | End |
|---|---|---|
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 | - |
Training of Michele Lynch Matzinger
| Brown University | Undergraduate Degree |
Experiences
Positions held
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Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Members of the board
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Linked companies
| Private companies | 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 |
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