Peter Kirschenbaum joined Bradley, Foster & Sargent in November, 2021 as Executive Vice President. He serves as a Portfolio Manager and is a Member of the Investment Committee. Peter has over 25 years of investment experience. In 2000, he began his portfolio management career at Olson Mobeck Investment Advisors. For more than two decades, he has been a trusted advisor to individual and institutional clients. Prior to Olson Mobeck, Mr. Kirschenbaum was a Senior Financial Consultant with Citizens Investment Services and an Investment Officer with First Union Capital Management and Fleet Management.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bradley, Foster & Sargent, Inc. | Hartford, CT | Nov 2021 - Current | 2 |
| People's United Advisors, Inc. | Wethersfield, CT | May 2018 - Nov 2021 | 3 |
| Olson Mobeck Investment Advisors | Rocky Hill, CT | Jun 2000 - May 2018 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1994 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2001 |
- CT
- MA
- RI
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Total Assets Under Management6,849MILLIONS
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Total Number of Accounts4,468ACCOUNTS
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Average Account Value$1,532,794
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, MA, MD, ME, MI, MN, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY
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