Gina Castagna
Corporate Officer/Principal bij Bradley, Foster & Sargent, Inc.
Profiel
Ms. Gina M.
Castagna is a Client Relationship Specialist at Bradley, Foster & Sargent, Inc. As a client relationship specialist, she is the primary contact for clients’ day-to-day needs.
She has vast research and trading experience.
Among her responsibilities are client onboarding, money movement, gifting requests, requests for performance, and tax information.
She develops close relationships with her clients to ensure consistent and exceptional service.
She also supports our senior portfolio management and wealth planning professionals.
She has over 20 years of experience in wealth management.
Before joining the firm, she was a court liaison for Community Partners in Action Inc., one of the nation’s oldest nonprofit agencies.
Actieve functies van Gina Castagna
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Corporate Officer/Principal | 01-09-2014 |
Eerdere bekende functies van Gina Castagna
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 31-07-2010 |
Opleiding van Gina Castagna
| University of Connecticut | Undergraduate Degree |
| University of Hartford | Masters Business Admin |
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| Bedrijven in privébezit | 1 |
|---|---|
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 |
