#United States #Wealth Management #Westerly #Napatree Capital #Bradley Foster

Napatree Capital Merges with Bradley, Foster & Sargent

In a significant move for the financial services industry, Napatree Capital has successfully merged with Bradley, Foster & Sargent (BFS), bringing together two prominent firms in Southern New England's wealth management sector. This merger is expected to combine their strengths and allow for enhanced services and resources for clients across the region.

Founded in 2018 by Jeff Liguori, Napatree Capital has been a growing force in the investment landscape with approximately $350 million in assets under management. Following the merger, Liguori will step into the role of executive vice president and portfolio manager within BFS. Notably, the Napatree team, including Liguori and fellow portfolio manager Aaron Simmons, has shared a long history with BFS, having previously worked together at other notable firms.

The merger is not just a cold business transaction; it's seen as a strategic partnership that aligns two firms with similar philosophies regarding client relationships and long-term investment goals. As Liguori stated, merging with BFS will provide access to an expanded suite of resources, including superior research capabilities, while ensuring that they maintain the independent spirit that their clients value.

BFS is recognized as one of the Top 100 Registered Investment Advisor (RIA) Firms by Barron’s and manages around $8 billion in client assets. With offices not only in Connecticut but also stretching across five states, the firm's expansive reach positions it to effectively serve existing and new clients alike. The merger solidifies BFS's footprint in key markets such as Rhode Island, Massachusetts, and Connecticut, creating a formidable wealth management force.

A key highlight of this merger is the strength of the combined team. Alongside Liguori and Simmons, BFS will welcome Matt Landon, a chartered financial analyst with over 25 years of investment expertise as a portfolio manager. The team will also benefit from the experience of Mike Moses, a chartered market technician and capital markets analyst. This collective expertise is expected to enhance investment strategies and client service.

With the investment management landscape continuously evolving, this union represents a proactive response to market demands. As shared by Galan G. Daukas, the CEO of BFS, there’s a profound commitment to not only serve their clients but to further deepen the roots planted in their communities. Looking to the future, both firms are enthusiastic about merging their cultures, leveraging their combined talents to create a more dynamic and comprehensive advisory environment.

In conclusion, this merger signifies a pivotal advancement in wealth management services in the region, driven by shared values of trust, integrity, and a client-first approach. With the combined forces of Napatree Capital and Bradley, Foster & Sargent, clients can anticipate an enriched investment management experience that promises to uphold the standards they have come to expect while opening up new avenues for growth and opportunity. As the financial landscape continues to change, this strategic collaboration is poised to lead the way in offering tailored investment solutions that meet the complex needs of clients today and in the future.