Major Hartford-based wealth management firm inks merger deal growing presence in RI, Mass.
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Napatree Capital team members joining Bradley, Foster & Sargent following a merger of the two investment firms. From left to right: Aaron Simmons, Jeffrey Liguori, Matthew R. Landon and Michael Moses.
Connecticut wealth management and investment firm Bradley, Foster & Sargent has merged with Napatree Capital.
BFS has offices in Hartford, Litchfield and Stonington, as well as Massachusetts, Maine, Florida and Chicago. It now adds Napatree’s locations in Westerly, Rhode Island and Longmeadow, Mass. The two will come together under the BFS name.
BFS has some $8 billion in assets under management and was recently named one of the Hartford Business Journal’s Best Places to Work for a third consecutive year.
Napatree Capital was founded by Jeff Liguori in 2018, where he served as managing partner and chief investment officer, and currently has approximately $350 million in assets under management.
Liguori joins BFS as an executive vice president and portfolio manager following the merger.
“Merging with BFS allows us to draw on the resources of a larger organization, including a robust research operation, while maintaining the independence and integrity our clients have come to expect,” Liguori said.
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