Gina Castagna

Corporate Officer/Principal at Bradley, Foster & Sargent, Inc.

Consumer Services

Finance

Profile

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.

Gina Castagna 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.	Corporate Officer/Principal	2014-08-31

All active positions of Gina Castagna

Former positions of Gina Castagna

Companies	Position	End
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.	Portfolio Manager-Equities	2010-07-30

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Training of Gina Castagna

University of Connecticut	Undergraduate Degree
University of Hartford	Masters Business Admin

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Linked companies

Private companies	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