Peter Jay Kirschenbaum
Investment Committee Member at Bradley, Foster & Sargent, Inc.
Profile
Mr. Peter J.
Kirschenbaum is a Portfolio Manager at Bradley, Foster & Sargent, Inc. He is a portfolio manager and a member of the investment committee.
Mr. Kirschenbaum is a trusted advisor to many of the firm’s largest and most complex personal and institutional clients.
He began his portfolio management career at Olson Mobeck Investment Advisors in 2000.
Earlier, he was a senior financial consultant with Citizens Investment Services and an investment officer with First Union Capital Management and Fleet Management.
Peter Jay Kirschenbaum 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 | 2021-10-31 |
Former positions of Peter Jay Kirschenbaum
| Companies | Position | End |
|---|---|---|
Citizens Securities, Inc.
 Citizens Securities, Inc. Investment ManagersFinance Part of Citizens Financial Group, Inc. (Rhode Island), Citizens Securities, Inc. provides investment advice. The company is based in Johnston, RI. | Consultant / Advisor | 1999-12-30 |
Olson Mobeck Investment Advisors, Inc.
 Olson Mobeck Investment Advisors, Inc. Investment ManagersFinance Founded in 1976, Olson Mobeck Investment Advisors, Inc., formerly Olson Mobeck & Associates, Inc., is a registered investment advisor located in Rocky Hill, Connecticut. The firm is a division of People's Securities, Inc., and their ultimate parent is People's United Financial, Inc. (NASDAQ: PBCT). | Portfolio Manager-Equities | - |
Training of Peter Jay Kirschenbaum
| University of Massachusetts | Undergraduate Degree |
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 | 3 |
|---|---|
Olson Mobeck Investment Advisors, Inc.
Olson Mobeck Investment Advisors, Inc. Investment ManagersFinance Founded in 1976, Olson Mobeck Investment Advisors, Inc., formerly Olson Mobeck & Associates, Inc., is a registered investment advisor located in Rocky Hill, Connecticut. The firm is a division of People's Securities, Inc., and their ultimate parent is People's United Financial, Inc. (NASDAQ: PBCT). | Finance |
Citizens Securities, Inc.
Citizens Securities, Inc. Investment ManagersFinance Part of Citizens Financial Group, Inc. (Rhode Island), Citizens Securities, Inc. provides investment advice. The company is based in Johnston, RI. | Finance |
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 |
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